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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 | $31,746 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 27.58% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,668 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $4,899 | $8,216-40.4% | $7,897-38.0% | $6,407-23.5% |
| Admin fee / account holder | $377 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |