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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 | $31,554 | $124,425-74.6% | $112,040-71.8% | $137,256-77.0% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 21.82% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,491 | $3,411-27.0% | $2,954-15.7% | $4,156-40.1% |
| Participant deferral / active EE | $4,090 | $5,718-28.5% | $5,098-19.8% | $6,407-36.2% |
| Admin fee / account holder | $5,402 | $15,207-64.5% | $12,098-55.3% | $12,270-56.0% |