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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 | $123,772 | $172,111-28.1% | $150,298-17.6% | $137,256-9.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,210 | $4,636+33.9% | $4,154+49.5% | $4,156+49.4% |
| Participant deferral / active EE | $5,927 | $6,166-3.9% | $5,453+8.7% | $6,407-7.5% |
| Admin fee / account holder | $49,629 | $16,471+201.3% | $14,116+251.6% | $12,270+304.5% |