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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 | $39,080 | $68,398-42.9% | $94,664-58.7% | $75,173-48.0% |
| Participation rate | 81.6% | 76.1%+5.5pp | 80.8%+0.7pp | 67.2%+14.4pp |
| Annual return | 21.23% | 616.72%-595.5pp | 156.84%-135.6pp | 160.72%-139.5pp |
| Employer contribution / active EE | $5,131 | $2,701+90.0% | $3,673+39.7% | $2,671+92.1% |
| Participant deferral / active EE | $8,672 | $6,537+32.7% | $7,417+16.9% | $4,126+110.2% |
| Admin fee / account holder | $3,480 | $5,324-34.6% | $7,222-51.8% | $5,651-38.4% |