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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 | $100,499 | $178,174-43.6% | $156,181-35.7% | $137,256-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.28% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,388 | $4,972+48.6% | $4,294+72.1% | $4,156+77.8% |
| Participant deferral / active EE | $11,652 | $6,888+69.2% | $6,132+90.0% | $6,407+81.9% |
| Admin fee / account holder | $108,949 | $17,404+526.0% | $14,586+646.9% | $12,270+787.9% |