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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 | $102,748 | $172,111-40.3% | $150,298-31.6% | $137,256-25.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 17.74% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $8,233 | $4,636+77.6% | $4,154+98.2% | $4,156+98.1% |
| Participant deferral / active EE | $9,531 | $6,166+54.6% | $5,453+74.8% | $6,407+48.8% |
| Admin fee / account holder | $4,097 | $16,471-75.1% | $14,116-71.0% | $12,270-66.6% |