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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 | $75,639 | $91,179-17.0% | $178,499-57.6% | $79,852-5.3% |
| Participation rate | 82.4% | 69.2%+13.1pp | 81.9%+0.4pp | 69.6%+12.7pp |
| Annual return | 10.82% | 24.19%-13.4pp | 151.10%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,370 | $3,256-27.2% | $5,011-52.7% | $2,471-4.1% |
| Participant deferral / active EE | $3,925 | $3,236+21.3% | $5,202-24.5% | $3,740+4.9% |
| Admin fee / account holder | $45,155 | $6,749+569.1% | $13,986+222.9% | $5,306+751.0% |