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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 | $15,355 | $154,228-90.0% | $145,433-89.4% | $137,256-88.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 45.05% | 74.59%-29.5pp | 66.58%-21.5pp | 220.34%-175.3pp |
| Employer contribution / active EE | $1,727 | $4,804-64.1% | $4,554-62.1% | $4,156-58.4% |
| Participant deferral / active EE | $6,571 | $8,216-20.0% | $7,897-16.8% | $6,407+2.6% |
| Admin fee / account holder | $390 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |