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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 | $47,426 | $165,939-71.4% | $122,354-61.2% | $147,586-67.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 23.70% | 34.56%-10.9pp | 30.28%-6.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $12,163 | $5,754+111.4% | $4,051+200.2% | $4,876+149.4% |
| Participant deferral / active EE | $9,020 | $4,005+125.2% | $3,287+174.4% | $5,439+65.8% |
| Admin fee / account holder | $407 | $7,425-94.5% | $5,479-92.6% | $10,886-96.3% |