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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 | $63,729 | $106,280-40.0% | $96,538-34.0% | $139,487-54.3% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.7pp |
| Annual return | 12.44% | 38.48%-26.0pp | 35.74%-23.3pp | 373.84%-361.4pp |
| Employer contribution / active EE | $2,705 | $4,107-34.1% | $3,740-27.7% | $4,755-43.1% |
| Participant deferral / active EE | $5,039 | $5,457-7.6% | $4,880+3.3% | $6,713-24.9% |
| Admin fee / account holder | $8,049 | $7,888+2.0% | $6,737+19.5% | $11,407-29.4% |