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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 | $19,764 | $161,352-87.8% | $134,172-85.3% | $137,256-85.6% |
| Participation rate | 81.3% | 78.3%+3.0pp | 72.5%+8.8pp | 80.0%+1.3pp |
| Annual return | 18.92% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,629 | $4,099-60.2% | $3,420-52.4% | $4,156-60.8% |
| Participant deferral / active EE | $1,629 | $5,552-70.7% | $4,690-65.3% | $6,407-74.6% |
| Admin fee / account holder | $2,390 | $15,028-84.1% | $12,016-80.1% | $12,270-80.5% |