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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 | $33,055 | $154,228-78.6% | $145,433-77.3% | $137,256-75.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,449 | $4,804-69.8% | $4,554-68.2% | $4,156-65.1% |
| Participant deferral / active EE | $5,183 | $8,216-36.9% | $7,897-34.4% | $6,407-19.1% |
| Admin fee / account holder | $820 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |