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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 | $31,506 | $154,228-79.6% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.55% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,608 | $4,804-45.7% | $4,554-42.7% | $4,156-37.2% |
| Participant deferral / active EE | $4,246 | $8,216-48.3% | $7,897-46.2% | $6,407-33.7% |
| Admin fee / account holder | $10,918 | $14,344-23.9% | $13,129-16.8% | $12,270-11.0% |