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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 | $63,395 | $209,336-69.7% | $197,124-67.8% | $137,256-53.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.99% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,781 | $6,591-42.6% | $6,227-39.3% | $4,156-9.0% |
| Participant deferral / active EE | $6,360 | $9,614-33.8% | $9,135-30.4% | $6,407-0.7% |
| Admin fee / account holder | $39,894 | $17,308+130.5% | $16,298+144.8% | $12,270+225.1% |