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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 | $21,022 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.15% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,613 | $4,804-45.6% | $4,554-42.6% | $4,156-37.1% |
| Participant deferral / active EE | $5,237 | $8,216-36.3% | $7,897-33.7% | $6,407-18.3% |
| Admin fee / account holder | $428 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |