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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 | $178,174-82.3% | $156,181-79.8% | $137,256-77.1% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 19.26% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,561 | $4,972-68.6% | $4,294-63.7% | $4,156-62.4% |
| Participant deferral / active EE | $4,475 | $6,888-35.0% | $6,132-27.0% | $6,407-30.2% |
| Admin fee / account holder | $947 | $17,404-94.6% | $14,586-93.5% | $12,270-92.3% |