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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 | $41,258 | $169,356-75.6% | $129,406-68.1% | $145,897-71.7% |
| Participation rate | 76.9% | 76.5%+0.4pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 13.62% | 14418.62%-14405.0pp | 9468.18%-9454.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $4,732 | $5,542-14.6% | $4,155+13.9% | $4,663+1.5% |
| Participant deferral / active EE | $7,213 | $4,987+44.6% | $4,167+73.1% | $6,689+7.8% |
| Admin fee / account holder | $10,295 | $9,915+3.8% | $7,689+33.9% | $13,390-23.1% |