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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 | $57,848 | $156,398-63.0% | $147,318-60.7% | $138,895-58.4% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.1pp | 79.9%+1.0pp |
| Annual return | 20.71% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,900 | $4,853-60.8% | $4,593-58.6% | $4,194-54.7% |
| Participant deferral / active EE | $6,310 | $8,237-23.4% | $7,906-20.2% | $6,396-1.3% |
| Admin fee / account holder | $1,284 | $14,976-91.4% | $13,708-90.6% | $12,562-89.8% |