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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 | $208,088-90.1% | $186,193-89.0% | $154,746-86.7% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 12.92% | 89.97%-77.1pp | 78.03%-65.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,076 | $4,340-75.2% | $3,918-72.5% | $4,379-75.4% |
| Participant deferral / active EE | $1,729 | $7,078-75.6% | $6,513-73.5% | $6,730-74.3% |
| Admin fee / account holder | $2,922 | $11,698-75.0% | $11,058-73.6% | $14,365-79.7% |