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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 | $129,723 | $185,312-30.0% | $161,489-19.7% | $154,746-16.2% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 16.39% | 103.84%-87.5pp | 89.72%-73.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,962 | $4,769-58.9% | $4,268-54.0% | $4,379-55.2% |
| Participant deferral / active EE | $8,477 | $6,350+33.5% | $5,630+50.6% | $6,730+25.9% |
| Admin fee / account holder | $182,598 | $18,654+878.8% | $16,006+1040.8% | $14,365+1171.1% |