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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 | $68,332 | $113,016-39.5% | $103,447-33.9% | $74,429-8.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 80.5%-5.5pp | 67.2%+7.8pp |
| Annual return | 17.63% | 23.24%-5.6pp | 23.92%-6.3pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $5,322 | $4,881+9.0% | $4,678+13.8% | $2,625+102.8% |
| Participant deferral / active EE | $9,063 | $7,279+24.5% | $6,624+36.8% | $4,348+108.4% |
| Admin fee / account holder | $7,442 | $1,709+335.5% | $9,415-21.0% | $1,944+282.8% |