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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 | $86,702 | $111,535-22.3% | $105,223-17.6% | $137,256-36.8% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 12.94% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,218 | $3,939+83.2% | $3,689+95.7% | $4,156+73.7% |
| Participant deferral / active EE | $7,943 | $5,500+44.4% | $5,072+56.6% | $6,407+24.0% |
| Admin fee / account holder | $48,532 | $9,721+399.2% | $8,859+447.8% | $12,270+295.5% |