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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 | $73,940 | $209,336-64.7% | $197,124-62.5% | $137,256-46.1% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.15% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,667 | $6,591-29.2% | $6,227-25.1% | $4,156+12.3% |
| Participant deferral / active EE | $8,872 | $9,614-7.7% | $9,135-2.9% | $6,407+38.5% |
| Admin fee / account holder | $30,342 | $17,308+75.3% | $16,298+86.2% | $12,270+147.3% |