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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 | $127,452 | $178,174-28.5% | $156,181-18.4% | $137,256-7.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.46% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,881 | $4,972-42.1% | $4,294-32.9% | $4,156-30.7% |
| Participant deferral / active EE | $6,749 | $6,888-2.0% | $6,132+10.1% | $6,407+5.3% |
| Admin fee / account holder | $5,194 | $17,404-70.2% | $14,586-64.4% | $12,270-57.7% |