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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 | $41,343 | $178,174-76.8% | $156,181-73.5% | $137,256-69.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.20% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,017 | $4,972-19.2% | $4,294-6.4% | $4,156-3.3% |
| Participant deferral / active EE | $8,153 | $6,888+18.4% | $6,132+32.9% | $6,407+27.2% |
| Admin fee / account holder | $13,020 | $17,404-25.2% | $14,586-10.7% | $12,270+6.1% |