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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 | $52,835 | $178,174-70.3% | $156,181-66.2% | $137,256-61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.36% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,821 | $4,972-3.0% | $4,294+12.3% | $4,156+16.0% |
| Participant deferral / active EE | $5,252 | $6,888-23.8% | $6,132-14.4% | $6,407-18.0% |
| Admin fee / account holder | $4,236 | $17,404-75.7% | $14,586-71.0% | $12,270-65.5% |