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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 | $18,732 | $124,425-84.9% | $112,040-83.3% | $137,256-86.4% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 22.95% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,223 | $3,411-34.8% | $2,954-24.8% | $4,156-46.5% |
| Participant deferral / active EE | $4,078 | $5,718-28.7% | $5,098-20.0% | $6,407-36.4% |
| Admin fee / account holder | $676 | $15,207-95.6% | $12,098-94.4% | $12,270-94.5% |