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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 | $17,570 | $155,555-88.7% | $146,866-88.0% | $155,188-88.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 31.06% | 115.41%-84.4pp | 102.85%-71.8pp | 148.84%-117.8pp |
| Employer contribution / active EE | $1,626 | $4,647-65.0% | $4,425-63.3% | $4,248-61.7% |
| Participant deferral / active EE | $9,988 | $8,044+24.2% | $7,759+28.7% | $6,531+52.9% |
| Admin fee / account holder | $1,998 | $14,755-86.5% | $13,620-85.3% | $14,480-86.2% |