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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 | $28,398 | $154,228-81.6% | $145,433-80.5% | $137,256-79.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.54% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,652 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $5,160 | $8,216-37.2% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $684 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |