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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 | $71,057-47.8% | $93,654-60.4% | $80,874-54.1% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.34%-123.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $4,066 | $1,564+160.0% | $2,421+67.9% | $2,756+47.5% |
| Participant deferral / active EE | $5,589 | $4,034+38.6% | $4,413+26.7% | $4,297+30.1% |
| Admin fee / account holder | $1,039 | $6,944-85.0% | $8,282-87.5% | $6,935-85.0% |