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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 | $112,466 | $172,111-34.7% | $150,298-25.2% | $137,256-18.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.19% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,285 | $4,636-29.1% | $4,154-20.9% | $4,156-21.0% |
| Participant deferral / active EE | $9,617 | $6,166+56.0% | $5,453+76.4% | $6,407+50.1% |
| Admin fee / account holder | $23,772 | $16,471+44.3% | $14,116+68.4% | $12,270+93.7% |