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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 | $80,097 | $178,174-55.0% | $156,181-48.7% | $137,256-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.45% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,468 | $4,972-50.4% | $4,294-42.5% | $4,156-40.6% |
| Participant deferral / active EE | $5,987 | $6,888-13.1% | $6,132-2.4% | $6,407-6.5% |
| Admin fee / account holder | $1,299 | $17,404-92.5% | $14,586-91.1% | $12,270-89.4% |