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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 | $123,080 | $178,174-30.9% | $156,181-21.2% | $137,256-10.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.19% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,507 | $4,972-9.4% | $4,294+5.0% | $4,156+8.4% |
| Participant deferral / active EE | $8,608 | $6,888+25.0% | $6,132+40.4% | $6,407+34.4% |
| Admin fee / account holder | $321 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |