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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 | $20,999 | $174,379-88.0% | $152,093-86.2% | $138,895-84.9% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 16.65% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,340 | $4,652-71.2% | $4,175-67.9% | $4,194-68.1% |
| Participant deferral / active EE | $2,726 | $6,159-55.7% | $5,451-50.0% | $6,396-57.4% |
| Admin fee / account holder | $1,159 | $16,880-93.1% | $14,497-92.0% | $12,562-90.8% |