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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 | $17,600 | $172,111-89.8% | $150,298-88.3% | $137,256-87.2% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 14.06% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,669 | $4,636-64.0% | $4,154-59.8% | $4,156-59.8% |
| Participant deferral / active EE | $1,665 | $6,166-73.0% | $5,453-69.5% | $6,407-74.0% |
| Admin fee / account holder | $696 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |