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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 | $17,219 | $154,228-88.8% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,910 | $4,804-60.2% | $4,554-58.1% | $4,156-54.0% |
| Participant deferral / active EE | $2,726 | $8,216-66.8% | $7,897-65.5% | $6,407-57.4% |
| Admin fee / account holder | $1,245 | $14,344-91.3% | $13,129-90.5% | $12,270-89.9% |