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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 | $44,564 | $209,336-78.7% | $197,124-77.4% | $137,256-67.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 13.38% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,061 | $6,591+7.1% | $6,227+13.4% | $4,156+69.9% |
| Participant deferral / active EE | $10,743 | $9,614+11.7% | $9,135+17.6% | $6,407+67.7% |
| Admin fee / account holder | $18,833 | $17,308+8.8% | $16,298+15.6% | $12,270+53.5% |