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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 | $18,724 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 25.72% | 91.02%-65.3pp | 80.50%-54.8pp | 172.34%-146.6pp |
| Employer contribution / active EE | $2,493 | $4,890-49.0% | $4,624-46.1% | $4,379-43.1% |
| Participant deferral / active EE | $4,355 | $8,341-47.8% | $8,004-45.6% | $6,730-35.3% |
| Admin fee / account holder | $706 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |