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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 | $181,279 | $111,535+62.5% | $105,223+72.3% | $137,256+32.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.10% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,666 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $17,203 | $5,500+212.8% | $5,072+239.2% | $6,407+168.5% |
| Admin fee / account holder | $1,085 | $9,721-88.8% | $8,859-87.8% | $12,270-91.2% |