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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 | $162,136-83.7% | $152,301-82.7% | $154,746-82.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 23.71% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,882 | $4,890-61.5% | $4,624-59.3% | $4,379-57.0% |
| Participant deferral / active EE | $3,009 | $8,341-63.9% | $8,004-62.4% | $6,730-55.3% |
| Admin fee / account holder | $996 | $15,759-93.7% | $14,398-93.1% | $14,365-93.1% |