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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 | $117,260 | $185,312-36.7% | $161,489-27.4% | $154,746-24.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 10.75% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,144 | $4,769-76.0% | $4,268-73.2% | $4,379-73.9% |
| Participant deferral / active EE | $3,364 | $6,350-47.0% | $5,630-40.2% | $6,730-50.0% |
| Admin fee / account holder | $60,479 | $18,654+224.2% | $16,006+277.9% | $14,365+321.0% |