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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 | $69,088 | $180,749-61.8% | $160,784-57.0% | $137,256-49.7% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.0%0pp | 80.0%-3.0pp |
| Annual return | 13.12% | 2234.46%-2221.3pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,776 | $4,155-57.3% | $3,733-52.4% | $4,156-57.3% |
| Participant deferral / active EE | $8,342 | $6,844+21.9% | $6,293+32.6% | $6,407+30.2% |
| Admin fee / account holder | $5,363 | $10,397-48.4% | $9,717-44.8% | $12,270-56.3% |