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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 | $80,894 | $178,174-54.6% | $156,181-48.2% | $137,256-41.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.19% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,615 | $4,972-7.2% | $4,294+7.5% | $4,156+11.0% |
| Participant deferral / active EE | $8,158 | $6,888+18.4% | $6,132+33.0% | $6,407+27.3% |
| Admin fee / account holder | $9,317 | $17,404-46.5% | $14,586-36.1% | $12,270-24.1% |