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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 | $28,491 | $154,228-81.5% | $145,433-80.4% | $137,256-79.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,293 | $4,804-52.3% | $4,554-49.7% | $4,156-44.8% |
| Participant deferral / active EE | $4,287 | $8,216-47.8% | $7,897-45.7% | $6,407-33.1% |
| Admin fee / account holder | $588 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |