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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 | $129,264 | $178,174-27.5% | $156,181-17.2% | $137,256-5.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.89% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,052 | $4,972-38.6% | $4,294-28.9% | $4,156-26.6% |
| Participant deferral / active EE | $9,863 | $6,888+43.2% | $6,132+60.8% | $6,407+53.9% |
| Admin fee / account holder | $7,514 | $17,404-56.8% | $14,586-48.5% | $12,270-38.8% |