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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 | $102,122 | $178,174-42.7% | $156,181-34.6% | $137,256-25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.94% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,250 | $4,972-34.6% | $4,294-24.3% | $4,156-21.8% |
| Participant deferral / active EE | $8,133 | $6,888+18.1% | $6,132+32.6% | $6,407+26.9% |
| Admin fee / account holder | $5,441 | $17,404-68.7% | $14,586-62.7% | $12,270-55.7% |