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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 | $84,371 | $109,411-22.9% | $89,435-5.7% | $158,982-46.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 18.59% | 345.68%-327.1pp | 245.55%-227.0pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,998 | $3,173-5.5% | $2,587+15.9% | $4,763-37.0% |
| Participant deferral / active EE | $6,049 | $4,600+31.5% | $3,890+55.5% | $5,983+1.1% |
| Admin fee / account holder | $3,543 | $6,159-42.5% | $4,884-27.5% | $11,252-68.5% |