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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 | $93,189 | $114,119-18.3% | $107,187-13.1% | $138,895-32.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 11.55% | 273.21%-261.7pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $3,023 | $4,059-25.5% | $3,782-20.1% | $4,194-27.9% |
| Participant deferral / active EE | $11,083 | $5,538+100.1% | $5,096+117.5% | $6,396+73.3% |
| Admin fee / account holder | $796 | $10,024-92.1% | $9,162-91.3% | $12,562-93.7% |