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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 | $55,455 | $154,228-64.0% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.93% | 74.59%-54.7pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $14,148 | $4,804+194.5% | $4,554+210.6% | $4,156+240.4% |
| Participant deferral / active EE | $8,473 | $8,216+3.1% | $7,897+7.3% | $6,407+32.3% |
| Admin fee / account holder | $2,851 | $14,344-80.1% | $13,129-78.3% | $12,270-76.8% |