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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 | $29,043 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.55% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,090 | $4,769-56.2% | $4,268-51.0% | $4,379-52.3% |
| Participant deferral / active EE | $3,283 | $6,350-48.3% | $5,630-41.7% | $6,730-51.2% |
| Admin fee / account holder | $1,476 | $18,654-92.1% | $16,006-90.8% | $14,365-89.7% |