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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 | $77,751 | $90,486-14.1% | $78,676-1.2% | $273,972-71.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 2.99% | 75.62%-72.6pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $8,068 | $3,175+154.1% | $2,850+183.1% | $4,869+65.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,347 | $5,263+1.6% | $4,510+18.6% | $10,133-47.2% |