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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 | $21,397 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 28.46% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,415 | $4,804-49.7% | $4,554-47.0% | $4,156-41.9% |
| Participant deferral / active EE | $4,998 | $8,216-39.2% | $7,897-36.7% | $6,407-22.0% |
| Admin fee / account holder | $1,415 | $14,344-90.1% | $13,129-89.2% | $12,270-88.5% |