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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 | $94,493 | $124,980-24.4% | $108,359-12.8% | $154,746-38.9% |
| Participation rate | 94.7% | 75.2%+19.6pp | 70.1%+24.6pp | 80.7%+14.0pp |
| Annual return | 9.88% | 45.00%-35.1pp | 36.89%-27.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $6,151 | $2,851+115.8% | $2,399+156.3% | $4,379+40.5% |
| Participant deferral / active EE | $3,125 | $4,743-34.1% | $4,137-24.5% | $6,730-53.6% |
| Admin fee / account holder | $24,964 | $11,502+117.0% | $9,741+156.3% | $14,365+73.8% |