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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 | $156,398-86.3% | $147,318-85.5% | $138,895-84.6% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 13.18% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,864 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $7,884 | $8,237-4.3% | $7,906-0.3% | $6,396+23.3% |
| Admin fee / account holder | $2,130 | $14,976-85.8% | $13,708-84.5% | $12,562-83.0% |