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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 | $114,378 | $172,111-33.5% | $150,298-23.9% | $137,256-16.7% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 12.35% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,347 | $4,636+15.3% | $4,154+28.7% | $4,156+28.7% |
| Participant deferral / active EE | $2,624 | $6,166-57.4% | $5,453-51.9% | $6,407-59.0% |
| Admin fee / account holder | $61,210 | $16,471+271.6% | $14,116+333.6% | $12,270+398.9% |