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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 | $76,644 | $111,535-31.3% | $105,223-27.2% | $137,256-44.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.99% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,578 | $3,939-59.9% | $3,689-57.2% | $4,156-62.0% |
| Participant deferral / active EE | $4,419 | $5,500-19.7% | $5,072-12.9% | $6,407-31.0% |
| Admin fee / account holder | $2,087 | $9,721-78.5% | $8,859-76.4% | $12,270-83.0% |