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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 | $25,583 | $172,111-85.1% | $150,298-83.0% | $137,256-81.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 21.72% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,319 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $6,296 | $6,166+2.1% | $5,453+15.5% | $6,407-1.7% |
| Admin fee / account holder | $1,514 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |