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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 | $67,728 | $113,016-40.1% | $103,486-34.6% | $74,459-9.0% |
| Participation rate | 76.9% | 80.8%-3.9pp | 80.5%-3.7pp | 67.2%+9.6pp |
| Annual return | 16.53% | 23.24%-6.7pp | 23.93%-7.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $4,964 | $4,881+1.7% | $4,679+6.1% | $2,626+89.1% |
| Participant deferral / active EE | $6,685 | $7,279-8.2% | $6,628+0.9% | $4,350+53.7% |
| Admin fee / account holder | $4,245 | $1,709+148.4% | $9,354-54.6% | $1,945+118.3% |