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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 | $31,996 | $111,535-71.3% | $105,223-69.6% | $137,256-76.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 28.95% | 237.85%-208.9pp | 180.65%-151.7pp | 220.34%-191.4pp |
| Employer contribution / active EE | $4,786 | $3,939+21.5% | $3,689+29.8% | $4,156+15.2% |
| Participant deferral / active EE | $8,010 | $5,500+45.6% | $5,072+57.9% | $6,407+25.0% |
| Admin fee / account holder | $4,378 | $9,721-55.0% | $8,859-50.6% | $12,270-64.3% |