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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 | $123,292 | $178,174-30.8% | $156,181-21.1% | $137,256-10.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.20% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,667 | $4,972+34.1% | $4,294+55.3% | $4,156+60.4% |
| Participant deferral / active EE | $3,367 | $6,888-51.1% | $6,132-45.1% | $6,407-47.5% |
| Admin fee / account holder | $818 | $17,404-95.3% | $14,586-94.4% | $12,270-93.3% |