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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 | $78,583 | $209,336-62.5% | $197,124-60.1% | $137,256-42.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.57% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,391 | $6,591-18.2% | $6,227-13.4% | $4,156+29.7% |
| Participant deferral / active EE | $10,041 | $9,614+4.4% | $9,135+9.9% | $6,407+56.7% |
| Admin fee / account holder | $5,422 | $17,308-68.7% | $16,298-66.7% | $12,270-55.8% |