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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 | $11,948 | $172,111-93.1% | $150,298-92.1% | $137,256-91.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.78% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $951 | $4,636-79.5% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,933 | $6,166-68.6% | $5,453-64.5% | $6,407-69.8% |
| Admin fee / account holder | $1,434 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |