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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 | $37,681 | $154,228-75.6% | $145,433-74.1% | $137,256-72.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,137 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $2,966 | $8,216-63.9% | $7,897-62.4% | $6,407-53.7% |
| Admin fee / account holder | $7,798 | $14,344-45.6% | $13,129-40.6% | $12,270-36.4% |