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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 | $185,312-90.7% | $161,489-89.4% | $154,746-88.9% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.7%+2.3pp | 80.7%+0.3pp |
| Annual return | 12.87% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,002 | $4,769-79.0% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $2,085 | $6,350-67.2% | $5,630-63.0% | $6,730-69.0% |
| Admin fee / account holder | $1,665 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |