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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 | $42,685 | $172,111-75.2% | $150,298-71.6% | $137,256-68.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 20.01% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,747 | $4,636-19.2% | $4,154-9.8% | $4,156-9.8% |
| Participant deferral / active EE | $4,025 | $6,166-34.7% | $5,453-26.2% | $6,407-37.2% |
| Admin fee / account holder | $444 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |