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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 | $17,720 | $156,398-88.7% | $147,318-88.0% | $138,895-87.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 21.11% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,458 | $4,853-49.3% | $4,593-46.5% | $4,194-41.4% |
| Participant deferral / active EE | $4,032 | $8,237-51.1% | $7,906-49.0% | $6,396-37.0% |
| Admin fee / account holder | $1,831 | $14,976-87.8% | $13,708-86.6% | $12,562-85.4% |