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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 | $86,668 | $209,336-58.6% | $197,124-56.0% | $137,256-36.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 40.51% | 48.09%-7.6pp | 44.34%-3.8pp | 220.34%-179.8pp |
| Employer contribution / active EE | $12,484 | $6,591+89.4% | $6,227+100.5% | $4,156+200.4% |
| Participant deferral / active EE | $9,589 | $9,614-0.3% | $9,135+5.0% | $6,407+49.7% |
| Admin fee / account holder | $54,796 | $17,308+216.6% | $16,298+236.2% | $12,270+346.6% |