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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 | $112,750-39.4% | $103,464-34.0% | $74,546-8.3% |
| Participation rate | 75.0% | 80.9%-5.9pp | 80.5%-5.5pp | 67.2%+7.8pp |
| Annual return | 17.63% | 23.22%-5.6pp | 23.91%-6.3pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $5,322 | $4,880+9.1% | $4,677+13.8% | $2,624+102.8% |
| Participant deferral / active EE | $9,063 | $7,289+24.3% | $6,624+36.8% | $4,347+108.5% |
| Admin fee / account holder | $7,442 | $1,702+337.3% | $9,410-20.9% | $1,944+282.9% |