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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 | $55,914 | $154,228-63.7% | $145,433-61.6% | $137,256-59.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,214 | $4,804-33.1% | $4,554-29.4% | $4,156-22.7% |
| Participant deferral / active EE | $5,319 | $8,216-35.3% | $7,897-32.6% | $6,407-17.0% |
| Admin fee / account holder | $37,370 | $14,344+160.5% | $13,129+184.6% | $12,270+204.6% |