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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 | $97,007 | $172,111-43.6% | $150,298-35.5% | $137,256-29.3% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.55% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,966 | $4,636-57.6% | $4,154-52.7% | $4,156-52.7% |
| Participant deferral / active EE | $3,520 | $6,166-42.9% | $5,453-35.5% | $6,407-45.1% |
| Admin fee / account holder | $23,891 | $16,471+45.0% | $14,116+69.2% | $12,270+94.7% |