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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 | $68,613 | $99,994-31.4% | $146,643-53.2% | $85,847-20.1% |
| Participation rate | 80.4% | 73.1%+7.4pp | 80.1%+0.4pp | 69.3%+11.1pp |
| Annual return | 11.40% | 18.93%-7.5pp | 22.75%-11.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $4,473 | $2,559+74.8% | $4,137+8.1% | $2,565+74.4% |
| Participant deferral / active EE | $7,372 | $4,006+84.0% | $5,506+33.9% | $3,952+86.5% |
| Admin fee / account holder | $2,616 | $7,703-66.0% | $10,280-74.5% | $6,261-58.2% |