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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 | $105,064 | $178,174-41.0% | $156,181-32.7% | $137,256-23.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.53% | 84.19%-67.7pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,883 | $4,972+78.7% | $4,294+106.9% | $4,156+113.7% |
| Participant deferral / active EE | $6,582 | $6,888-4.4% | $6,132+7.3% | $6,407+2.7% |
| Admin fee / account holder | $5,289 | $17,404-69.6% | $14,586-63.7% | $12,270-56.9% |