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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 | $86,298 | $185,312-53.4% | $161,489-46.6% | $154,746-44.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.04% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,945 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $4,530 | $6,350-28.7% | $5,630-19.5% | $6,730-32.7% |
| Admin fee / account holder | $58,142 | $18,654+211.7% | $16,006+263.3% | $14,365+304.7% |