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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 | $25,480 | $114,119-77.7% | $107,187-76.2% | $138,895-81.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 21.43% | 273.21%-251.8pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,042 | $4,059-49.7% | $3,782-46.0% | $4,194-51.3% |
| Participant deferral / active EE | $3,665 | $5,538-33.8% | $5,096-28.1% | $6,396-42.7% |
| Admin fee / account holder | $1,361 | $10,024-86.4% | $9,162-85.1% | $12,562-89.2% |