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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 | $31,485 | $199,109-84.2% | $173,730-81.9% | $154,746-79.7% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.6%-2.6pp | 80.7%-3.8pp |
| Annual return | 19.26% | 20.02%-0.8pp | 19.96%-0.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,561 | $5,311-70.6% | $4,577-65.9% | $4,379-64.4% |
| Participant deferral / active EE | $4,475 | $7,113-37.1% | $6,326-29.3% | $6,730-33.5% |
| Admin fee / account holder | $947 | $20,916-95.5% | $17,523-94.6% | $14,365-93.4% |