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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 | $22,992 | $154,228-85.1% | $145,433-84.2% | $137,256-83.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 24.10% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,003 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $880 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |