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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 | $105,211 | $178,174-41.0% | $156,181-32.6% | $137,256-23.3% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 11.79% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $6,587 | $4,972+32.5% | $4,294+53.4% | $4,156+58.5% |
| Participant deferral / active EE | $5,918 | $6,888-14.1% | $6,132-3.5% | $6,407-7.6% |
| Admin fee / account holder | $62,748 | $17,404+260.5% | $14,586+330.2% | $12,270+411.4% |