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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 | $21,431 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,864 | $4,804-61.2% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $7,884 | $8,216-4.0% | $7,897-0.2% | $6,407+23.1% |
| Admin fee / account holder | $2,130 | $14,344-85.2% | $13,129-83.8% | $12,270-82.6% |