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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 | $35,008 | $111,535-68.6% | $105,223-66.7% | $137,256-74.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 22.64% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,518 | $3,939-36.1% | $3,689-31.7% | $4,156-39.4% |
| Participant deferral / active EE | $5,716 | $5,500+3.9% | $5,072+12.7% | $6,407-10.8% |
| Admin fee / account holder | $749 | $9,721-92.3% | $8,859-91.5% | $12,270-93.9% |