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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 | $143,954 | $96,558+49.1% | $80,977+77.8% | $273,972-47.5% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 3.92% | 15.14%-11.2pp | 17.11%-13.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $5,850 | $4,869+20.1% | $3,715+57.5% | $4,869+20.1% |
| Participant deferral / active EE | $9,715 | $6,598+47.2% | $5,696+70.5% | $5,287+83.7% |
| Admin fee / account holder | $2,055 | $7,493-72.6% | $5,517-62.7% | $10,133-79.7% |