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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 | $57,578 | $178,174-67.7% | $156,181-63.1% | $137,256-58.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.86% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,375 | $4,972-32.1% | $4,294-21.4% | $4,156-18.8% |
| Participant deferral / active EE | $2,984 | $6,888-56.7% | $6,132-51.3% | $6,407-53.4% |
| Admin fee / account holder | $4,165 | $17,404-76.1% | $14,586-71.4% | $12,270-66.1% |