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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 | $84,842 | $129,737-34.6% | $119,126-28.8% | $154,746-45.2% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 13.40% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $7,053 | $4,375+61.2% | $4,034+74.9% | $4,379+61.1% |
| Participant deferral / active EE | $11,003 | $5,842+88.3% | $5,318+106.9% | $6,730+63.5% |
| Admin fee / account holder | $33,654 | $11,961+181.4% | $10,693+214.7% | $14,365+134.3% |