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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 | $64,700 | $172,111-62.4% | $150,298-57.0% | $137,256-52.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 11.57% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,413 | $4,636+38.3% | $4,154+54.4% | $4,156+54.3% |
| Participant deferral / active EE | $5,555 | $6,166-9.9% | $5,453+1.9% | $6,407-13.3% |
| Admin fee / account holder | $71,862 | $16,471+336.3% | $14,116+409.1% | $12,270+485.7% |