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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 | $74,829 | $289,211-74.1% | $260,467-71.3% | $198,609-62.3% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 15.54% | 112.90%-97.4pp | 100.60%-85.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,241 | $4,663-51.9% | $4,239-47.1% | $5,055-55.7% |
| Participant deferral / active EE | $2,340 | $6,812-65.6% | $6,319-63.0% | $6,977-66.5% |
| Admin fee / account holder | $6,986 | $16,236-57.0% | $15,461-54.8% | $19,030-63.3% |