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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 | $23,070 | $156,398-85.2% | $147,318-84.3% | $138,895-83.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,725 | $4,853-64.5% | $4,593-62.4% | $4,194-58.9% |
| Participant deferral / active EE | $5,434 | $8,237-34.0% | $7,906-31.3% | $6,396-15.0% |
| Admin fee / account holder | $1,088 | $14,976-92.7% | $13,708-92.1% | $12,562-91.3% |