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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 | $110,136 | $150,412-26.8% | $120,574-8.7% | $145,884-24.5% |
| Participation rate | 72.7% | 78.8%-6.1pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 23.28% | 154.50%-131.2pp | 107.42%-84.1pp | 551.85%-528.6pp |
| Employer contribution / active EE | $9,049 | $4,355+107.8% | $3,471+160.7% | $4,662+94.1% |
| Participant deferral / active EE | $11,195 | $6,175+81.3% | $4,996+124.1% | $6,690+67.3% |
| Admin fee / account holder | $6,348 | $12,224-48.1% | $9,445-32.8% | $13,392-52.6% |