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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 | $122,838 | $178,174-31.1% | $156,181-21.3% | $137,256-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.55% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,512 | $4,972+31.0% | $4,294+51.6% | $4,156+56.7% |
| Participant deferral / active EE | $8,939 | $6,888+29.8% | $6,132+45.8% | $6,407+39.5% |
| Admin fee / account holder | $120,484 | $17,404+592.3% | $14,586+726.0% | $12,270+881.9% |