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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 | $68,922 | $89,367-22.9% | $141,191-51.2% | $72,975-5.6% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 27.13% | 111.87%-84.7pp | 71.41%-44.3pp | 81.01%-53.9pp |
| Employer contribution / active EE | $3,238 | $3,115+3.9% | $4,736-31.6% | $2,440+32.7% |
| Participant deferral / active EE | $7,904 | $5,419+45.9% | $6,710+17.8% | $3,608+119.1% |
| Admin fee / account holder | $6,358 | $5,957+6.7% | $10,264-38.1% | $5,124+24.1% |