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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 | $119,153 | $211,239-43.6% | $178,528-33.3% | $145,877-18.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 9.88% | 30.22%-20.3pp | 27.11%-17.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,036 | $4,570-77.3% | $3,950-73.8% | $4,663-77.8% |
| Participant deferral / active EE | $7,374 | $6,963+5.9% | $6,278+17.4% | $6,691+10.2% |
| Admin fee / account holder | $65,972 | $12,095+445.5% | $10,419+533.2% | $13,402+392.2% |