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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 | $37,036 | $111,535-66.8% | $105,223-64.8% | $137,256-73.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.30% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,936 | $3,939-50.8% | $3,689-47.5% | $4,156-53.4% |
| Participant deferral / active EE | $4,215 | $5,500-23.4% | $5,072-16.9% | $6,407-34.2% |
| Admin fee / account holder | $7,888 | $9,721-18.9% | $8,859-11.0% | $12,270-35.7% |