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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 | $22,895 | $165,361-86.2% | $149,715-84.7% | $158,950-85.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 21.78% | 348.24%-326.5pp | 276.66%-254.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $1,677 | $5,103-67.1% | $4,645-63.9% | $4,762-64.8% |
| Participant deferral / active EE | $4,803 | $7,182-33.1% | $6,842-29.8% | $5,983-19.7% |
| Admin fee / account holder | $1,098 | $10,808-89.8% | $9,310-88.2% | $11,248-90.2% |