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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 | $123,872 | $180,749-31.5% | $160,784-23.0% | $137,256-9.8% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 11.02% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,125 | $4,155-72.9% | $3,733-69.9% | $4,156-72.9% |
| Participant deferral / active EE | $7,387 | $6,844+7.9% | $6,293+17.4% | $6,407+15.3% |
| Admin fee / account holder | $10,381 | $10,397-0.2% | $9,717+6.8% | $12,270-15.4% |