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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 | $44,093 | $178,174-75.3% | $156,181-71.8% | $137,256-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.25% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $6,212 | $4,972+24.9% | $4,294+44.7% | $4,156+49.5% |
| Participant deferral / active EE | $4,346 | $6,888-36.9% | $6,132-29.1% | $6,407-32.2% |
| Admin fee / account holder | $14,470 | $17,404-16.9% | $14,586-0.8% | $12,270+17.9% |