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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 | $62,978 | $172,111-63.4% | $150,298-58.1% | $137,256-54.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 12.98% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,335 | $4,636-71.2% | $4,154-67.9% | $4,156-67.9% |
| Participant deferral / active EE | $2,407 | $6,166-61.0% | $5,453-55.9% | $6,407-62.4% |
| Admin fee / account holder | $15,772 | $16,471-4.2% | $14,116+11.7% | $12,270+28.5% |