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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 | $28,782 | $172,111-83.3% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 14.41% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,019 | $4,636-78.0% | $4,154-75.5% | $4,156-75.5% |
| Participant deferral / active EE | $2,165 | $6,166-64.9% | $5,453-60.3% | $6,407-66.2% |
| Admin fee / account holder | $1,606 | $16,471-90.3% | $14,116-88.6% | $12,270-86.9% |