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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 | $17,148 | $172,111-90.0% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 81.0% | 81.7%-0.8pp | 77.8%+3.2pp | 80.0%+1.0pp |
| Annual return | 12.87% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,002 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $2,085 | $6,166-66.2% | $5,453-61.8% | $6,407-67.4% |
| Admin fee / account holder | $1,665 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |