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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 | $92,521 | $117,829-21.5% | $102,423-9.7% | $145,877-36.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.17% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,321 | $3,615+19.5% | $3,023+42.9% | $4,663-7.3% |
| Participant deferral / active EE | $9,858 | $5,732+72.0% | $5,054+95.0% | $6,691+47.3% |
| Admin fee / account holder | $2,906 | $13,335-78.2% | $9,455-69.3% | $13,402-78.3% |