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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 | $75,394 | $172,111-56.2% | $150,298-49.8% | $137,256-45.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.62% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,511 | $4,636-45.8% | $4,154-39.6% | $4,156-39.6% |
| Participant deferral / active EE | $6,498 | $6,166+5.4% | $5,453+19.2% | $6,407+1.4% |
| Admin fee / account holder | $19,954 | $16,471+21.1% | $14,116+41.4% | $12,270+62.6% |