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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 | $98,569 | $172,111-42.7% | $150,298-34.4% | $137,256-28.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.78% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $10,357 | $4,636+123.4% | $4,154+149.3% | $4,156+149.2% |
| Participant deferral / active EE | $9,974 | $6,166+61.8% | $5,453+82.9% | $6,407+55.7% |
| Admin fee / account holder | $5,464 | $16,471-66.8% | $14,116-61.3% | $12,270-55.5% |