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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 | $68,923 | $111,535-38.2% | $105,223-34.5% | $137,256-49.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.48% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,839 | $3,939-27.9% | $3,689-23.0% | $4,156-31.7% |
| Participant deferral / active EE | $15,887 | $5,500+188.9% | $5,072+213.2% | $6,407+148.0% |
| Admin fee / account holder | $11,433 | $9,721+17.6% | $8,859+29.1% | $12,270-6.8% |