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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 | $191,812 | $111,535+72.0% | $105,223+82.3% | $137,256+39.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.75% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,606 | $3,939-33.9% | $3,689-29.4% | $4,156-37.3% |
| Participant deferral / active EE | $11,274 | $5,500+105.0% | $5,072+122.3% | $6,407+76.0% |
| Admin fee / account holder | $2,811 | $9,721-71.1% | $8,859-68.3% | $12,270-77.1% |