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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 | $32,665 | $171,930-81.0% | $151,266-78.4% | $154,746-78.9% |
| Participation rate | 71.4% | 80.5%-9.1pp | 77.0%-5.6pp | 80.7%-9.3pp |
| Annual return | 20.75% | 242.03%-221.3pp | 180.60%-159.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,147 | $4,710-12.0% | $4,237-2.1% | $4,379-5.3% |
| Participant deferral / active EE | $5,655 | $8,191-31.0% | $7,337-22.9% | $6,730-16.0% |
| Admin fee / account holder | $4,663 | $15,803-70.5% | $13,159-64.6% | $14,365-67.5% |