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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 | $70,625 | $96,731-27.0% | $123,973-43.0% | $86,983-18.8% |
| Participation rate | 84.1% | 70.0%+14.1pp | 76.7%+7.4pp | 69.5%+14.5pp |
| Annual return | 13.83% | 17.33%-3.5pp | 388.13%-374.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,483 | $3,297-55.0% | $4,126-64.0% | $2,584-42.6% |
| Participant deferral / active EE | $4,277 | $4,152+3.0% | $5,247-18.5% | $4,194+2.0% |
| Admin fee / account holder | $3,594 | $8,722-58.8% | $11,799-69.5% | $7,856-54.2% |