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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 | $17,144 | $154,228-88.9% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.35% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,355 | $4,804-51.0% | $4,554-48.3% | $4,156-43.3% |
| Participant deferral / active EE | $4,962 | $8,216-39.6% | $7,897-37.2% | $6,407-22.5% |
| Admin fee / account holder | $1,043 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |