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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 | $26,416 | $135,956-80.6% | $123,894-78.7% | $273,972-90.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 19.08% | 56.63%-37.5pp | 47.52%-28.4pp | 41.46%-22.4pp |
| Employer contribution / active EE | $1,233 | $5,170-76.1% | $4,617-73.3% | $4,869-74.7% |
| Participant deferral / active EE | $1,989 | $6,343-68.6% | $5,984-66.8% | $5,287-62.4% |
| Admin fee / account holder | $1,318 | $9,817-86.6% | $8,357-84.2% | $10,133-87.0% |