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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 | $37,124 | $71,230-47.9% | $93,727-60.4% | $80,959-54.1% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.7%+18.4pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.83%-123.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,066 | $1,565+159.7% | $2,421+67.9% | $2,757+47.5% |
| Participant deferral / active EE | $5,589 | $4,037+38.4% | $4,417+26.5% | $4,300+30.0% |
| Admin fee / account holder | $1,039 | $6,961-85.1% | $8,292-87.5% | $6,925-85.0% |