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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 | $49,427 | $174,379-71.7% | $152,093-67.5% | $138,895-64.4% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 22.52% | 74.86%-52.3pp | 66.36%-43.8pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,201 | $4,652-52.7% | $4,175-47.3% | $4,194-47.5% |
| Participant deferral / active EE | $6,922 | $6,159+12.4% | $5,451+27.0% | $6,396+8.2% |
| Admin fee / account holder | $692 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |