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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 | $54,363 | $111,535-51.3% | $105,223-48.3% | $137,256-60.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 12.11% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,444 | $3,939-63.3% | $3,689-60.9% | $4,156-65.3% |
| Participant deferral / active EE | $4,990 | $5,500-9.3% | $5,072-1.6% | $6,407-22.1% |
| Admin fee / account holder | $1,375 | $9,721-85.9% | $8,859-84.5% | $12,270-88.8% |