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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 | $107,365 | $88,996+20.6% | $78,004+37.6% | $138,895-22.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 11.11% | 28.03%-16.9pp | 31.07%-20.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $6,754 | $2,917+131.5% | $2,469+173.6% | $4,194+61.0% |
| Participant deferral / active EE | $4,457 | $4,724-5.7% | $4,092+8.9% | $6,396-30.3% |
| Admin fee / account holder | $241,322 | $8,807+2640.0% | $7,578+3084.6% | $12,562+1821.0% |