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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 | $36,192 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.99% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,478 | $4,804+55.7% | $4,554+64.2% | $4,156+79.9% |
| Participant deferral / active EE | $11,427 | $8,216+39.1% | $7,897+44.7% | $6,407+78.4% |
| Admin fee / account holder | $5,615 | $14,344-60.9% | $13,129-57.2% | $12,270-54.2% |