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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 | $99,337 | $111,535-10.9% | $105,223-5.6% | $137,256-27.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,020 | $3,939-23.3% | $3,689-18.1% | $4,156-27.3% |
| Participant deferral / active EE | $7,111 | $5,500+29.3% | $5,072+40.2% | $6,407+11.0% |
| Admin fee / account holder | $1,109 | $9,721-88.6% | $8,859-87.5% | $12,270-91.0% |