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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 | $58,477 | $111,535-47.6% | $105,223-44.4% | $137,256-57.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.03% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,338 | $3,939+10.1% | $3,689+17.6% | $4,156+4.4% |
| Participant deferral / active EE | $6,113 | $5,500+11.1% | $5,072+20.5% | $6,407-4.6% |
| Admin fee / account holder | $2,228 | $9,721-77.1% | $8,859-74.8% | $12,270-81.8% |