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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,928 | $76,551+75.0% | $123,894+8.1% | $62,881+113.0% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%0pp | 69.3%+12.1pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,060 | $2,882-63.2% | $4,617-77.0% | $2,281-53.5% |
| Participant deferral / active EE | $8,225 | $4,840+69.9% | $5,984+37.4% | $3,203+156.8% |
| Admin fee / account holder | $2,760 | $4,826-42.8% | $8,357-67.0% | $4,296-35.8% |