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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 | $31,529 | $101,618-69.0% | $93,063-66.1% | $137,256-77.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 14.45% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,073 | $2,707+124.3% | $2,476+145.3% | $4,156+46.1% |
| Participant deferral / active EE | $11,357 | $4,279+165.4% | $3,958+186.9% | $6,407+77.3% |
| Admin fee / account holder | $84,762 | $6,198+1267.5% | $6,033+1304.9% | $12,270+590.8% |