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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 | $15,042 | $174,379-91.4% | $152,093-90.1% | $138,895-89.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 21.97% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,053 | $4,652-77.4% | $4,175-74.8% | $4,194-74.9% |
| Participant deferral / active EE | $4,480 | $6,159-27.3% | $5,451-17.8% | $6,396-30.0% |
| Admin fee / account holder | $1,982 | $16,880-88.3% | $14,497-86.3% | $12,562-84.2% |