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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 | $42,788 | $113,016-62.1% | $103,447-58.6% | $74,429-42.5% |
| Participation rate | 75.7% | 80.8%-5.1pp | 80.5%-4.9pp | 67.2%+8.4pp |
| Annual return | 38.13% | 23.24%+14.9pp | 23.92%+14.2pp | 1368.38%-1330.3pp |
| Employer contribution / active EE | $3,970 | $4,881-18.7% | $4,678-15.1% | $2,625+51.2% |
| Participant deferral / active EE | $8,381 | $7,279+15.1% | $6,624+26.5% | $4,348+92.7% |
| Admin fee / account holder | $5,303 | $1,709+210.3% | $9,415-43.7% | $1,944+172.7% |