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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 | $31,659 | $155,555-79.6% | $146,866-78.4% | $155,188-79.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.78% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,208 | $4,647-74.0% | $4,425-72.7% | $4,248-71.6% |
| Participant deferral / active EE | $3,193 | $8,044-60.3% | $7,759-58.8% | $6,531-51.1% |
| Admin fee / account holder | $691 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |