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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 | $42,320 | $154,228-72.6% | $145,433-70.9% | $137,256-69.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,180 | $4,804-54.6% | $4,554-52.1% | $4,156-47.6% |
| Participant deferral / active EE | $6,734 | $8,216-18.0% | $7,897-14.7% | $6,407+5.1% |
| Admin fee / account holder | $7,191 | $14,344-49.9% | $13,129-45.2% | $12,270-41.4% |