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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 | $107,368 | $209,336-48.7% | $197,124-45.5% | $137,256-21.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.00% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $9,779 | $6,591+48.4% | $6,227+57.0% | $4,156+135.3% |
| Participant deferral / active EE | $7,309 | $9,614-24.0% | $9,135-20.0% | $6,407+14.1% |
| Admin fee / account holder | $520 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |