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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 | $208,088-40.5% | $186,193-33.5% | $154,746-20.0% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 11.02% | 89.97%-79.0pp | 78.03%-67.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,125 | $4,340-74.1% | $3,918-71.3% | $4,379-74.3% |
| Participant deferral / active EE | $7,387 | $7,078+4.4% | $6,513+13.4% | $6,730+9.8% |
| Admin fee / account holder | $10,381 | $11,698-11.3% | $11,058-6.1% | $14,365-27.7% |