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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 | $74,423 | $110,093-32.4% | $97,295-23.5% | $145,897-49.0% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+0.9pp |
| Annual return | 12.47% | 244.76%-232.3pp | 75.62%-63.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,179 | $3,077+35.8% | $2,723+53.5% | $4,663-10.4% |
| Participant deferral / active EE | $8,341 | $4,678+78.3% | $4,264+95.6% | $6,689+24.7% |
| Admin fee / account holder | $19,964 | $6,212+221.3% | $5,646+253.6% | $13,390+49.1% |