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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 | $35,382 | $114,119-69.0% | $107,187-67.0% | $138,895-74.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 21.06% | 273.21%-252.1pp | 204.55%-183.5pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,301 | $4,059-67.9% | $3,782-65.6% | $4,194-69.0% |
| Participant deferral / active EE | $4,780 | $5,538-13.7% | $5,096-6.2% | $6,396-25.3% |
| Admin fee / account holder | $5,034 | $10,024-49.8% | $9,162-45.1% | $12,562-59.9% |