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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 | $16,412 | $174,379-90.6% | $152,093-89.2% | $138,895-88.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 18.84% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,547 | $4,652-66.7% | $4,175-62.9% | $4,194-63.1% |
| Participant deferral / active EE | $1,968 | $6,159-68.1% | $5,451-63.9% | $6,396-69.2% |
| Admin fee / account holder | $1,151 | $16,880-93.2% | $14,497-92.1% | $12,562-90.8% |