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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 | $21,211 | $156,398-86.4% | $147,318-85.6% | $138,895-84.7% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 15.44% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,409 | $4,853-50.4% | $4,593-47.6% | $4,194-42.6% |
| Participant deferral / active EE | $3,552 | $8,237-56.9% | $7,906-55.1% | $6,396-44.5% |
| Admin fee / account holder | $6,339 | $14,976-57.7% | $13,708-53.8% | $12,562-49.5% |