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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 | $29,677 | $114,119-74.0% | $107,187-72.3% | $138,895-78.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 23.91% | 273.21%-249.3pp | 204.55%-180.6pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,381 | $4,059-41.3% | $3,782-37.1% | $4,194-43.2% |
| Participant deferral / active EE | $5,516 | $5,538-0.4% | $5,096+8.2% | $6,396-13.8% |
| Admin fee / account holder | $928 | $10,024-90.7% | $9,162-89.9% | $12,562-92.6% |