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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 | $85,579 | $86,294-0.8% | $111,303-23.1% | $85,856-0.3% |
| Participation rate | 76.2% | 73.3%+2.9pp | 77.3%-1.1pp | 69.3%+6.9pp |
| Annual return | 21.53% | 19.99%+1.5pp | 54.66%-33.1pp | 318.58%-297.1pp |
| Employer contribution / active EE | $1,222 | $2,043-40.2% | $2,731-55.3% | $2,565-52.4% |
| Participant deferral / active EE | $2,527 | $3,641-30.6% | $4,487-43.7% | $3,952-36.1% |
| Admin fee / account holder | $1,533 | $8,189-81.3% | $7,966-80.8% | $6,261-75.5% |