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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 | $18,887 | $111,535-83.1% | $105,223-82.1% | $137,256-86.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.51% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,332 | $3,939-40.8% | $3,689-36.8% | $4,156-43.9% |
| Participant deferral / active EE | $3,343 | $5,500-39.2% | $5,072-34.1% | $6,407-47.8% |
| Admin fee / account holder | $7,353 | $9,721-24.4% | $8,859-17.0% | $12,270-40.1% |