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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 | $139,412 | $227,291-38.7% | $214,702-35.1% | $155,188-10.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.00% | 60.08%-46.1pp | 54.55%-40.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,987 | $6,772-55.9% | $6,461-53.8% | $4,248-29.7% |
| Participant deferral / active EE | $11,053 | $9,582+15.4% | $9,147+20.8% | $6,531+69.2% |
| Admin fee / account holder | $6,617 | $20,413-67.6% | $19,830-66.6% | $14,480-54.3% |