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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 | $17,842 | $123,155-85.5% | $108,753-83.6% | $155,188-88.5% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 22.71% | 44.73%-22.0pp | 37.47%-14.8pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,538 | $2,811-45.3% | $2,427-36.6% | $4,248-63.8% |
| Participant deferral / active EE | $3,238 | $4,623-30.0% | $4,115-21.3% | $6,531-50.4% |
| Admin fee / account holder | $657 | $12,126-94.6% | $10,320-93.6% | $14,480-95.5% |