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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 | $88,100 | $172,758-49.0% | $149,600-41.1% | $138,895-36.6% |
| Participation rate | 93.8% | 80.2%+13.6pp | 77.2%+16.6pp | 79.9%+13.8pp |
| Annual return | 11.20% | 181.17%-170.0pp | 129.59%-118.4pp | 145.39%-134.2pp |
| Employer contribution / active EE | $11,144 | $4,778+133.2% | $4,193+165.8% | $4,194+165.7% |
| Participant deferral / active EE | $5,572 | $8,180-31.9% | $7,203-22.6% | $6,396-12.9% |
| Admin fee / account holder | $3,826 | $17,615-78.3% | $13,963-72.6% | $12,562-69.5% |