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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 | $24,810 | $156,398-84.1% | $147,318-83.2% | $138,895-82.1% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 35.05% | 78.75%-43.7pp | 70.43%-35.4pp | 145.39%-110.3pp |
| Employer contribution / active EE | $2,713 | $4,853-44.1% | $4,593-40.9% | $4,194-35.3% |
| Participant deferral / active EE | $3,998 | $8,237-51.5% | $7,906-49.4% | $6,396-37.5% |
| Admin fee / account holder | $570 | $14,976-96.2% | $13,708-95.8% | $12,562-95.5% |