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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 | $28,610 | $154,228-81.4% | $145,433-80.3% | $137,256-79.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 26.46% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $986 | $4,804-79.5% | $4,554-78.3% | $4,156-76.3% |
| Participant deferral / active EE | $8,019 | $8,216-2.4% | $7,897+1.5% | $6,407+25.2% |
| Admin fee / account holder | $885 | $14,344-93.8% | $13,129-93.3% | $12,270-92.8% |