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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 | $71,197-47.9% | $93,669-60.4% | $80,925-54.1% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.7%+18.5pp |
| Annual return | 10.30% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.3pp |
| Employer contribution / active EE | $4,066 | $1,565+159.8% | $2,424+67.8% | $2,756+47.5% |
| Participant deferral / active EE | $5,589 | $4,036+38.5% | $4,416+26.6% | $4,299+30.0% |
| Admin fee / account holder | $1,039 | $6,959-85.1% | $8,291-87.5% | $6,940-85.0% |