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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 | $117,980 | $208,088-43.3% | $186,193-36.6% | $154,746-23.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 16.23% | 89.97%-73.7pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $8,814 | $4,340+103.1% | $3,918+125.0% | $4,379+101.3% |
| Participant deferral / active EE | $7,549 | $7,078+6.7% | $6,513+15.9% | $6,730+12.2% |
| Admin fee / account holder | $26,106 | $11,698+123.2% | $11,058+136.1% | $14,365+81.7% |