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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 | $67,040 | $178,174-62.4% | $156,181-57.1% | $137,256-51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.25% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,201 | $4,972-55.7% | $4,294-48.7% | $4,156-47.0% |
| Participant deferral / active EE | $4,207 | $6,888-38.9% | $6,132-31.4% | $6,407-34.3% |
| Admin fee / account holder | $15,484 | $17,404-11.0% | $14,586+6.2% | $12,270+26.2% |