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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 | $174,379-62.9% | $152,093-57.5% | $138,895-53.4% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 11.57% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $6,413 | $4,652+37.9% | $4,175+53.6% | $4,194+52.9% |
| Participant deferral / active EE | $5,555 | $6,159-9.8% | $5,451+1.9% | $6,396-13.2% |
| Admin fee / account holder | $71,862 | $16,880+325.7% | $14,497+395.7% | $12,562+472.1% |