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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 | $21,746 | $181,062-88.0% | $158,223-86.3% | $155,188-86.0% |
| Participation rate | 91.3% | 82.7%+8.7pp | 79.2%+12.1pp | 80.8%+10.5pp |
| Annual return | 9.33% | 57.39%-48.1pp | 52.09%-42.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,621 | $4,565-64.5% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $3,040 | $6,134-50.4% | $5,467-44.4% | $6,531-53.5% |
| Admin fee / account holder | $5,799 | $18,825-69.2% | $16,047-63.9% | $14,480-60.0% |