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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 | $24,343 | $111,535-78.2% | $105,223-76.9% | $137,256-82.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.58% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,393 | $3,939-39.3% | $3,689-35.1% | $4,156-42.4% |
| Participant deferral / active EE | $4,425 | $5,500-19.5% | $5,072-12.8% | $6,407-30.9% |
| Admin fee / account holder | $5,822 | $9,721-40.1% | $8,859-34.3% | $12,270-52.6% |