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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 | $155,555-88.6% | $146,866-87.9% | $155,188-88.6% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 21.11% | 115.41%-94.3pp | 102.85%-81.7pp | 148.84%-127.7pp |
| Employer contribution / active EE | $2,458 | $4,647-47.1% | $4,425-44.4% | $4,248-42.1% |
| Participant deferral / active EE | $4,032 | $8,044-49.9% | $7,759-48.0% | $6,531-38.3% |
| Admin fee / account holder | $1,831 | $14,755-87.6% | $13,620-86.6% | $14,480-87.4% |