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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 | $45,284 | $111,535-59.4% | $105,223-57.0% | $137,256-67.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.09% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,671 | $3,939-57.6% | $3,689-54.7% | $4,156-59.8% |
| Participant deferral / active EE | $5,268 | $5,500-4.2% | $5,072+3.9% | $6,407-17.8% |
| Admin fee / account holder | $681 | $9,721-93.0% | $8,859-92.3% | $12,270-94.5% |