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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 | $139,744 | $178,174-21.6% | $156,181-10.5% | $137,256+1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.76% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,894 | $4,972-41.8% | $4,294-32.6% | $4,156-30.4% |
| Participant deferral / active EE | $5,818 | $6,888-15.5% | $6,132-5.1% | $6,407-9.2% |
| Admin fee / account holder | $2,804 | $17,404-83.9% | $14,586-80.8% | $12,270-77.1% |