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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 | $18,707 | $154,228-87.9% | $145,433-87.1% | $137,256-86.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 24.72% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,278 | $4,804-73.4% | $4,554-71.9% | $4,156-69.3% |
| Participant deferral / active EE | $4,796 | $8,216-41.6% | $7,897-39.3% | $6,407-25.1% |
| Admin fee / account holder | $626 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |