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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 | $22,016 | $154,228-85.7% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 20.16% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,409 | $4,804-29.0% | $4,554-25.1% | $4,156-18.0% |
| Participant deferral / active EE | $4,835 | $8,216-41.2% | $7,897-38.8% | $6,407-24.5% |
| Admin fee / account holder | $1,212 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |