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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 | $19,808 | $156,398-87.3% | $147,318-86.6% | $138,895-85.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 21.28% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,212 | $4,853-33.8% | $4,593-30.1% | $4,194-23.4% |
| Participant deferral / active EE | $3,766 | $8,237-54.3% | $7,906-52.4% | $6,396-41.1% |
| Admin fee / account holder | $317 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |