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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 | $55,536 | $178,174-68.8% | $156,181-64.4% | $137,256-59.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.58% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,898 | $4,972-21.6% | $4,294-9.2% | $4,156-6.2% |
| Participant deferral / active EE | $7,183 | $6,888+4.3% | $6,132+17.1% | $6,407+12.1% |
| Admin fee / account holder | $5,183 | $17,404-70.2% | $14,586-64.5% | $12,270-57.8% |