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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 | $114,119-27.0% | $107,187-22.3% | $138,895-40.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 13.80% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $6,568 | $4,059+61.8% | $3,782+73.7% | $4,194+56.6% |
| Participant deferral / active EE | $11,250 | $5,538+103.2% | $5,096+120.8% | $6,396+75.9% |
| Admin fee / account holder | $38,506 | $10,024+284.2% | $9,162+320.3% | $12,562+206.5% |