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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 | $26,385 | $155,555-83.0% | $146,866-82.0% | $155,188-83.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 23.71% | 115.41%-91.7pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $1,882 | $4,647-59.5% | $4,425-57.5% | $4,248-55.7% |
| Participant deferral / active EE | $3,009 | $8,044-62.6% | $7,759-61.2% | $6,531-53.9% |
| Admin fee / account holder | $996 | $14,755-93.3% | $13,620-92.7% | $14,480-93.1% |