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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 | $166,777 | $111,535+49.5% | $105,223+58.5% | $137,256+21.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.77% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,476 | $3,939-37.2% | $3,689-32.9% | $4,156-40.4% |
| Participant deferral / active EE | $13,863 | $5,500+152.1% | $5,072+173.3% | $6,407+116.4% |
| Admin fee / account holder | $8,061 | $9,721-17.1% | $8,859-9.0% | $12,270-34.3% |