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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 | $68,084 | $51,631+31.9% | $129,397-47.4% | $80,925-15.9% |
| Participation rate | 70.0% | 56.9%+13.1pp | 69.6%+0.4pp | 67.7%+2.3pp |
| Annual return | 14.00% | 20.77%-6.8pp | 9453.98%-9440.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,036 | $1,583+28.6% | $4,154-51.0% | $2,756-26.1% |
| Participant deferral / active EE | $4,980 | $2,670+86.5% | $4,167+19.5% | $4,299+15.9% |
| Admin fee / account holder | $4,362 | $4,309+1.2% | $7,679-43.2% | $6,940-37.2% |