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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 | $18,146 | $105,856-82.9% | $90,161-79.9% | $147,585-87.7% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 29.11% | 37.63%-8.5pp | 34.89%-5.8pp | 578.58%-549.5pp |
| Employer contribution / active EE | $3,750 | $4,126-9.1% | $3,318+13.0% | $4,876-23.1% |
| Participant deferral / active EE | $6,072 | $5,733+5.9% | $5,287+14.8% | $5,439+11.6% |
| Admin fee / account holder | $2,027 | $8,046-74.8% | $5,943-65.9% | $10,886-81.4% |