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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 | $32,594 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,541 | $4,804-5.5% | $4,554-0.3% | $4,156+9.3% |
| Participant deferral / active EE | $7,006 | $8,216-14.7% | $7,897-11.3% | $6,407+9.3% |
| Admin fee / account holder | $1,361 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |