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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 | $124,931 | $178,174-29.9% | $156,181-20.0% | $137,256-9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.23% | 84.19%-70.0pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,512 | $4,972-49.5% | $4,294-41.5% | $4,156-39.6% |
| Participant deferral / active EE | $5,207 | $6,888-24.4% | $6,132-15.1% | $6,407-18.7% |
| Admin fee / account holder | $1,884 | $17,404-89.2% | $14,586-87.1% | $12,270-84.6% |