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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 | $180,749-58.6% | $160,784-53.5% | $137,256-45.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 15.54% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,241 | $4,155-46.1% | $3,733-40.0% | $4,156-46.1% |
| Participant deferral / active EE | $2,340 | $6,844-65.8% | $6,293-62.8% | $6,407-63.5% |
| Admin fee / account holder | $6,986 | $10,397-32.8% | $9,717-28.1% | $12,270-43.1% |