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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 | $133,926 | $178,174-24.8% | $156,181-14.2% | $137,256-2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.28% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $7,802 | $4,972+56.9% | $4,294+81.7% | $4,156+87.7% |
| Participant deferral / active EE | $10,753 | $6,888+56.1% | $6,132+75.4% | $6,407+67.8% |
| Admin fee / account holder | $41,362 | $17,404+137.7% | $14,586+183.6% | $12,270+237.1% |