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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 | $101,861 | $157,276-35.2% | $141,177-27.8% | $152,885-33.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.85% | 64.33%-44.5pp | 71.40%-51.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $3,957 | $5,262-24.8% | $4,736-16.5% | $4,763-16.9% |
| Participant deferral / active EE | $8,993 | $7,110+26.5% | $6,710+34.0% | $5,851+53.7% |
| Admin fee / account holder | $17,451 | $12,123+44.0% | $10,263+70.0% | $11,598+50.5% |