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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 | $29,841 | $172,111-82.7% | $150,298-80.1% | $137,256-78.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.78% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,537 | $4,636-66.9% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $8,107 | $6,166+31.5% | $5,453+48.7% | $6,407+26.5% |
| Admin fee / account holder | $344 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |