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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 | $67,327 | $71,230-5.5% | $93,727-28.2% | $80,959-16.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.83%-122.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,361 | $1,565+178.6% | $2,421+80.1% | $2,757+58.2% |
| Participant deferral / active EE | $5,079 | $4,037+25.8% | $4,417+15.0% | $4,300+18.1% |
| Admin fee / account holder | $5,619 | $6,961-19.3% | $8,292-32.2% | $6,925-18.9% |