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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 | $54,313 | $178,174-69.5% | $156,181-65.2% | $137,256-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.74% | 84.19%-69.5pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,524 | $4,972-49.2% | $4,294-41.2% | $4,156-39.3% |
| Participant deferral / active EE | $2,768 | $6,888-59.8% | $6,132-54.9% | $6,407-56.8% |
| Admin fee / account holder | $3,849 | $17,404-77.9% | $14,586-73.6% | $12,270-68.6% |