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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 | $16,833 | $156,398-89.2% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 20.85% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $2,965 | $4,853-38.9% | $4,593-35.4% | $4,194-29.3% |
| Participant deferral / active EE | $5,022 | $8,237-39.0% | $7,906-36.5% | $6,396-21.5% |
| Admin fee / account holder | $307 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |