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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 | $27,208 | $154,228-82.4% | $145,433-81.3% | $137,256-80.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.95% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,986 | $4,804-58.7% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $7,844 | $8,216-4.5% | $7,897-0.7% | $6,407+22.4% |
| Admin fee / account holder | $621 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |