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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 | $58,469 | $196,972-70.3% | $182,262-67.9% | $198,609-70.6% |
| Participation rate | 82.4% | 85.7%-3.3pp | 84.2%-1.9pp | 82.4%0pp |
| Annual return | 13.29% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,105 | $5,364-42.1% | $5,046-38.5% | $5,055-38.6% |
| Participant deferral / active EE | $6,589 | $8,643-23.8% | $8,276-20.4% | $6,977-5.6% |
| Admin fee / account holder | $6,157 | $18,429-66.6% | $16,712-63.2% | $19,030-67.6% |