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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 | $20,065 | $102,938-80.5% | $94,105-78.7% | $138,895-85.6% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 15.46% | 250.28%-234.8pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,041 | $2,732-25.3% | $2,504-18.5% | $4,194-51.3% |
| Participant deferral / active EE | $774 | $4,196-81.5% | $3,881-80.0% | $6,396-87.9% |
| Admin fee / account holder | $2,677 | $6,600-59.4% | $6,199-56.8% | $12,562-78.7% |