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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 | $110,339 | $178,174-38.1% | $156,181-29.4% | $137,256-19.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.67% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,700 | $4,972-5.5% | $4,294+9.5% | $4,156+13.1% |
| Participant deferral / active EE | $19,077 | $6,888+177.0% | $6,132+211.1% | $6,407+197.8% |
| Admin fee / account holder | $5,331 | $17,404-69.4% | $14,586-63.4% | $12,270-56.6% |