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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 | $22,350 | $102,245-78.1% | $89,340-75.0% | $137,256-83.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 25.36% | 21.89%+3.5pp | 20.57%+4.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,148 | $2,529+24.5% | $2,231+41.1% | $4,156-24.3% |
| Participant deferral / active EE | $7,411 | $4,436+67.0% | $3,823+93.9% | $6,407+15.7% |
| Admin fee / account holder | $1,326 | $8,085-83.6% | $6,704-80.2% | $12,270-89.2% |