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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 | $111,635 | $227,291-50.9% | $214,702-48.0% | $155,188-28.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 19.03% | 60.08%-41.0pp | 54.55%-35.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $4,434 | $6,772-34.5% | $6,461-31.4% | $4,248+4.4% |
| Participant deferral / active EE | $5,903 | $9,582-38.4% | $9,147-35.5% | $6,531-9.6% |
| Admin fee / account holder | $4,252 | $20,413-79.2% | $19,830-78.6% | $14,480-70.6% |