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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 | $101,282 | $178,174-43.2% | $156,181-35.2% | $137,256-26.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,562 | $4,972-48.5% | $4,294-40.3% | $4,156-38.4% |
| Participant deferral / active EE | $7,810 | $6,888+13.4% | $6,132+27.4% | $6,407+21.9% |
| Admin fee / account holder | $1,786 | $17,404-89.7% | $14,586-87.8% | $12,270-85.4% |