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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 | $114,119-25.7% | $107,187-20.8% | $138,895-38.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 13.40% | 273.21%-259.8pp | 204.55%-191.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $7,053 | $4,059+73.8% | $3,782+86.5% | $4,194+68.2% |
| Participant deferral / active EE | $11,003 | $5,538+98.7% | $5,096+115.9% | $6,396+72.0% |
| Admin fee / account holder | $33,654 | $10,024+235.7% | $9,162+267.3% | $12,562+167.9% |