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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 | $112,932-39.5% | $103,065-33.7% | $74,478-8.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 80.6%-5.6pp | 67.2%+7.8pp |
| Annual return | 17.63% | 23.24%-5.6pp | 23.95%-6.3pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $5,322 | $4,881+9.0% | $4,675+13.8% | $2,626+102.7% |
| Participant deferral / active EE | $9,063 | $7,279+24.5% | $6,625+36.8% | $4,350+108.3% |
| Admin fee / account holder | $7,442 | $1,707+336.0% | $9,349-20.4% | $1,946+282.5% |