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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 | $79,571 | $185,312-57.1% | $161,489-50.7% | $154,746-48.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 11.84% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,625 | $4,769-65.9% | $4,268-61.9% | $4,379-62.9% |
| Participant deferral / active EE | $6,247 | $6,350-1.6% | $5,630+11.0% | $6,730-7.2% |
| Admin fee / account holder | $24,081 | $18,654+29.1% | $16,006+50.5% | $14,365+67.6% |