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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 | $40,501 | $209,336-80.7% | $197,124-79.5% | $137,256-70.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.85% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,699 | $6,591-74.2% | $6,227-72.7% | $4,156-59.1% |
| Participant deferral / active EE | $3,537 | $9,614-63.2% | $9,135-61.3% | $6,407-44.8% |
| Admin fee / account holder | $18,281 | $17,308+5.6% | $16,298+12.2% | $12,270+49.0% |