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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 | $16,849 | $156,398-89.2% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 18.95% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,335 | $4,853-72.5% | $4,593-70.9% | $4,194-68.2% |
| Participant deferral / active EE | $3,956 | $8,237-52.0% | $7,906-50.0% | $6,396-38.1% |
| Admin fee / account holder | $1,546 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |