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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 | $18,645 | $111,535-83.3% | $105,223-82.3% | $137,256-86.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,440 | $3,939+12.7% | $3,689+20.4% | $4,156+6.8% |
| Participant deferral / active EE | $8,635 | $5,500+57.0% | $5,072+70.3% | $6,407+34.8% |
| Admin fee / account holder | $7,093 | $9,721-27.0% | $8,859-19.9% | $12,270-42.2% |