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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 | $114,119-60.3% | $107,187-57.8% | $138,895-67.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 19.09% | 273.21%-254.1pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,671 | $4,059-58.8% | $3,782-55.8% | $4,194-60.2% |
| Participant deferral / active EE | $5,268 | $5,538-4.9% | $5,096+3.4% | $6,396-17.6% |
| Admin fee / account holder | $681 | $10,024-93.2% | $9,162-92.6% | $12,562-94.6% |