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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 | $88,228 | $174,379-49.4% | $152,093-42.0% | $138,895-36.5% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 15.01% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $5,263 | $4,652+13.1% | $4,175+26.1% | $4,194+25.5% |
| Participant deferral / active EE | $8,038 | $6,159+30.5% | $5,451+47.4% | $6,396+25.7% |
| Admin fee / account holder | $76,249 | $16,880+351.7% | $14,497+426.0% | $12,562+507.0% |