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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 | $114,570 | $167,522-31.6% | $151,639-24.4% | $134,532-14.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | 4.01% | 7.81%-3.8pp | 3.34%+0.7pp | 418.27%-414.3pp |
| Employer contribution / active EE | $6,464 | $6,828-5.3% | $6,165+4.9% | $4,741+36.3% |
| Participant deferral / active EE | $11,058 | $8,986+23.1% | $8,363+32.2% | $6,401+72.8% |
| Admin fee / account holder | $1,818 | $13,780-86.8% | $11,613-84.3% | $11,429-84.1% |