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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 | $78,240 | $124,346-37.1% | $111,306-29.7% | $167,553-53.3% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 11.39% | 37.46%-26.1pp | 54.67%-43.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $4,432 | $3,438+28.9% | $2,732+62.2% | $4,840-8.4% |
| Participant deferral / active EE | $9,227 | $5,182+78.1% | $4,488+105.6% | $6,343+45.5% |
| Admin fee / account holder | $10,763 | $10,623+1.3% | $7,966+35.1% | $12,316-12.6% |