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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 | $91,566 | $208,088-56.0% | $186,193-50.8% | $154,746-40.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 16.67% | 89.97%-73.3pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,510 | $4,340-42.2% | $3,918-35.9% | $4,379-42.7% |
| Participant deferral / active EE | $10,589 | $7,078+49.6% | $6,513+62.6% | $6,730+57.3% |
| Admin fee / account holder | $1,081 | $11,698-90.8% | $11,058-90.2% | $14,365-92.5% |