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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 | $23,736 | $155,555-84.7% | $146,866-83.8% | $155,188-84.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.98% | 115.41%-97.4pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,641 | $4,647-64.7% | $4,425-62.9% | $4,248-61.4% |
| Participant deferral / active EE | $3,071 | $8,044-61.8% | $7,759-60.4% | $6,531-53.0% |
| Admin fee / account holder | $633 | $14,755-95.7% | $13,620-95.4% | $14,480-95.6% |