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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 | $23,074 | $154,228-85.0% | $145,433-84.1% | $137,256-83.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,185 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $3,009 | $8,216-63.4% | $7,897-61.9% | $6,407-53.0% |
| Admin fee / account holder | $3,150 | $14,344-78.0% | $13,129-76.0% | $12,270-74.3% |