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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 | $30,993 | $106,267-70.8% | $96,520-67.9% | $139,456-77.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.12% | 38.45%-21.3pp | 35.72%-18.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $8,025 | $4,105+95.5% | $3,739+114.7% | $4,753+68.9% |
| Participant deferral / active EE | $5,618 | $5,454+3.0% | $4,879+15.1% | $6,711-16.3% |
| Admin fee / account holder | $2,366 | $7,882-70.0% | $6,733-64.9% | $11,407-79.3% |