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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 | $20,784 | $114,013-81.8% | $103,693-80.0% | $155,188-86.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 19.48% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,269 | $3,131-59.5% | $2,920-56.5% | $4,248-70.1% |
| Participant deferral / active EE | $4,280 | $4,970-13.9% | $4,579-6.5% | $6,531-34.5% |
| Admin fee / account holder | $1,779 | $8,407-78.8% | $7,858-77.4% | $14,480-87.7% |