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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 | $84,481 | $172,111-50.9% | $150,298-43.8% | $137,256-38.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 21.36% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,503 | $4,636-46.0% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $6,531 | $6,166+5.9% | $5,453+19.8% | $6,407+1.9% |
| Admin fee / account holder | $10,138 | $16,471-38.5% | $14,116-28.2% | $12,270-17.4% |