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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 | $138,855 | $174,379-20.4% | $152,093-8.7% | $138,8950% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 19.48% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $10,003 | $4,652+115.0% | $4,175+139.6% | $4,194+138.5% |
| Participant deferral / active EE | $8,610 | $6,159+39.8% | $5,451+57.9% | $6,396+34.6% |
| Admin fee / account holder | $45,284 | $16,880+168.3% | $14,497+212.4% | $12,562+260.5% |