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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 | $77,583 | $154,228-49.7% | $145,433-46.7% | $137,256-43.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,630 | $4,804-66.1% | $4,554-64.2% | $4,156-60.8% |
| Participant deferral / active EE | $3,665 | $8,216-55.4% | $7,897-53.6% | $6,407-42.8% |
| Admin fee / account holder | $1,687 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |