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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 | $16,360 | $154,228-89.4% | $145,433-88.8% | $137,256-88.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 22.58% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,981 | $4,804-17.1% | $4,554-12.6% | $4,156-4.2% |
| Participant deferral / active EE | $4,023 | $8,216-51.0% | $7,897-49.1% | $6,407-37.2% |
| Admin fee / account holder | $1,424 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |