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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 | $83,270 | $111,535-25.3% | $105,223-20.9% | $137,256-39.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,568 | $3,939+66.7% | $3,689+78.1% | $4,156+58.0% |
| Participant deferral / active EE | $11,250 | $5,500+104.6% | $5,072+121.8% | $6,407+75.6% |
| Admin fee / account holder | $38,506 | $9,721+296.1% | $8,859+334.7% | $12,270+213.8% |