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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 | $24,548 | $162,136-84.9% | $152,301-83.9% | $154,746-84.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 24.37% | 91.02%-66.7pp | 80.50%-56.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,328 | $4,890-72.9% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $4,888 | $8,341-41.4% | $8,004-38.9% | $6,730-27.4% |
| Admin fee / account holder | $326 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |