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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 | $113,664 | $211,288-46.2% | $178,540-36.3% | $145,884-22.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.71% | 30.27%-18.6pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,117 | $4,574-10.0% | $3,953+4.1% | $4,662-11.7% |
| Participant deferral / active EE | $10,332 | $6,967+48.3% | $6,281+64.5% | $6,690+54.5% |
| Admin fee / account holder | $22,134 | $12,105+82.8% | $10,424+112.3% | $13,392+65.3% |