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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 | $100,307 | $172,111-41.7% | $150,298-33.3% | $137,256-26.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.43% | 69.37%-54.9pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,067 | $4,636+52.4% | $4,154+70.1% | $4,156+70.0% |
| Participant deferral / active EE | $8,686 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $19,839 | $16,471+20.5% | $14,116+40.5% | $12,270+61.7% |