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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 | $107,383 | $165,584-35.1% | $142,942-24.9% | $137,256-21.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 14.63% | 164.22%-149.6pp | 113.70%-99.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,006 | $4,725-78.7% | $4,139-75.7% | $4,156-75.8% |
| Participant deferral / active EE | $3,747 | $8,194-54.3% | $7,128-47.4% | $6,407-41.5% |
| Admin fee / account holder | $978 | $16,167-94.0% | $12,475-92.2% | $12,270-92.0% |