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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 | $20,538 | $180,749-88.6% | $160,784-87.2% | $137,256-85.0% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 12.92% | 2234.46%-2221.5pp | 1803.92%-1791.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,076 | $4,155-74.1% | $3,733-71.2% | $4,156-74.1% |
| Participant deferral / active EE | $1,729 | $6,844-74.7% | $6,293-72.5% | $6,407-73.0% |
| Admin fee / account holder | $2,922 | $10,397-71.9% | $9,717-69.9% | $12,270-76.2% |