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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 | $114,119-69.3% | $107,187-67.3% | $138,895-74.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 22.64% | 273.21%-250.6pp | 204.55%-181.9pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,518 | $4,059-38.0% | $3,782-33.4% | $4,194-40.0% |
| Participant deferral / active EE | $5,716 | $5,538+3.2% | $5,096+12.2% | $6,396-10.6% |
| Admin fee / account holder | $749 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |