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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 | $15,553 | $154,228-89.9% | $145,433-89.3% | $137,256-88.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.50% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,468 | $4,804-69.5% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $4,606 | $8,216-43.9% | $7,897-41.7% | $6,407-28.1% |
| Admin fee / account holder | $1,288 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |