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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 | $114,381 | $172,111-33.5% | $150,298-23.9% | $137,256-16.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.76% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,668 | $4,636-42.4% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $8,494 | $6,166+37.8% | $5,453+55.8% | $6,407+32.6% |
| Admin fee / account holder | $1,095 | $16,471-93.3% | $14,116-92.2% | $12,270-91.1% |