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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 | $91,775 | $99,053-7.3% | $88,179+4.1% | $138,895-33.9% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.1%+4.2pp | 79.9%-6.6pp |
| Annual return | 10.82% | 78.17%-67.3pp | 64.97%-54.1pp | 145.39%-134.6pp |
| Employer contribution / active EE | $7,055 | $2,882+144.8% | $2,549+176.7% | $4,194+68.2% |
| Participant deferral / active EE | $11,792 | $5,225+125.7% | $4,614+155.6% | $6,396+84.4% |
| Admin fee / account holder | $33,544 | $8,748+283.4% | $7,673+337.2% | $12,562+167.0% |