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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 | $125,561 | $169,336-25.9% | $129,384-3.0% | $145,884-13.9% |
| Participation rate | 76.5% | 76.5%0pp | 69.6%+6.8pp | 80.3%-3.8pp |
| Annual return | 18.87% | 14408.70%-14389.8pp | 9461.77%-9442.9pp | 551.85%-533.0pp |
| Employer contribution / active EE | $721 | $5,540-87.0% | $4,153-82.6% | $4,662-84.5% |
| Participant deferral / active EE | $1,915 | $4,985-61.6% | $4,166-54.0% | $6,690-71.4% |
| Admin fee / account holder | $1,346 | $9,912-86.4% | $7,686-82.5% | $13,392-90.0% |