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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 | $18,444 | $156,398-88.2% | $147,318-87.5% | $138,895-86.7% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 23.11% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,545 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $3,969 | $8,237-51.8% | $7,906-49.8% | $6,396-37.9% |
| Admin fee / account holder | $342 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |