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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 | $128,417 | $178,174-27.9% | $156,181-17.8% | $137,256-6.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.24% | 84.19%-73.0pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,395 | $4,972-31.7% | $4,294-20.9% | $4,156-18.3% |
| Participant deferral / active EE | $8,385 | $6,888+21.7% | $6,132+36.7% | $6,407+30.9% |
| Admin fee / account holder | $35,328 | $17,404+103.0% | $14,586+142.2% | $12,270+187.9% |