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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 | $112,932-62.1% | $103,065-58.5% | $74,478-42.5% |
| Participation rate | 75.7% | 80.8%-5.1pp | 80.6%-4.9pp | 67.2%+8.4pp |
| Annual return | 38.13% | 23.24%+14.9pp | 23.95%+14.2pp | 1370.56%-1332.4pp |
| Employer contribution / active EE | $3,970 | $4,881-18.7% | $4,675-15.1% | $2,626+51.1% |
| Participant deferral / active EE | $8,381 | $7,279+15.1% | $6,625+26.5% | $4,350+92.6% |
| Admin fee / account holder | $5,303 | $1,707+210.6% | $9,349-43.3% | $1,946+172.5% |