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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 | $91,285 | $172,111-47.0% | $150,298-39.3% | $137,256-33.5% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.53% | 69.37%-52.8pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,848 | $4,636-60.1% | $4,154-55.5% | $4,156-55.5% |
| Participant deferral / active EE | $5,322 | $6,166-13.7% | $5,453-2.4% | $6,407-16.9% |
| Admin fee / account holder | $1,712 | $16,471-89.6% | $14,116-87.9% | $12,270-86.0% |