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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 | $83,318 | $172,111-51.6% | $150,298-44.6% | $137,256-39.3% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,203 | $4,636+33.8% | $4,154+49.3% | $4,156+49.3% |
| Participant deferral / active EE | $12,111 | $6,166+96.4% | $5,453+122.1% | $6,407+89.0% |
| Admin fee / account holder | $459 | $16,471-97.2% | $14,116-96.7% | $12,270-96.3% |