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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 | $85,892 | $121,677-29.4% | $104,625-17.9% | $158,966-46.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 16.09% | 465.58%-449.5pp | 340.60%-324.5pp | 302.95%-286.9pp |
| Employer contribution / active EE | $3,905 | $3,165+23.4% | $2,681+45.6% | $4,762-18.0% |
| Participant deferral / active EE | $15,093 | $4,175+261.5% | $3,738+303.8% | $5,983+152.3% |
| Admin fee / account holder | $2,483 | $7,777-68.1% | $6,465-61.6% | $11,250-77.9% |