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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 | $113,204 | $174,379-35.1% | $152,093-25.6% | $138,895-18.5% |
| Participation rate | 95.7% | 81.6%+14.0pp | 77.8%+17.9pp | 79.9%+15.7pp |
| Annual return | 13.99% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $7,556 | $4,652+62.4% | $4,175+81.0% | $4,194+80.2% |
| Participant deferral / active EE | $3,463 | $6,159-43.8% | $5,451-36.5% | $6,396-45.9% |
| Admin fee / account holder | $51,346 | $16,880+204.2% | $14,497+254.2% | $12,562+308.7% |