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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 | $22,678 | $185,312-87.8% | $161,489-86.0% | $154,746-85.3% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 18.08% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,147 | $4,769-75.9% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $2,071 | $6,350-67.4% | $5,630-63.2% | $6,730-69.2% |
| Admin fee / account holder | $2,074 | $18,654-88.9% | $16,006-87.0% | $14,365-85.6% |