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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 | $35,125 | $192,829-81.8% | $142,516-75.4% | $139,466-74.8% |
| Participation rate | 76.9% | 81.4%-4.5pp | 76.8%+0.2pp | 80.3%-3.4pp |
| Annual return | 12.18% | 17.99%-5.8pp | 19.99%-7.8pp | 373.66%-361.5pp |
| Employer contribution / active EE | $3,250 | $5,808-44.0% | $4,849-33.0% | $4,754-31.6% |
| Participant deferral / active EE | $9,072 | $7,200+26.0% | $6,280+44.5% | $6,712+35.2% |
| Admin fee / account holder | $29,113 | $15,120+92.5% | $10,008+190.9% | $11,409+155.2% |