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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 | $173,238 | $111,535+55.3% | $105,223+64.6% | $137,256+26.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.65% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,434 | $3,939-38.2% | $3,689-34.0% | $4,156-41.4% |
| Participant deferral / active EE | $4,082 | $5,500-25.8% | $5,072-19.5% | $6,407-36.3% |
| Admin fee / account holder | $2,266 | $9,721-76.7% | $8,859-74.4% | $12,270-81.5% |