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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 | $16,672 | $154,228-89.2% | $145,433-88.5% | $137,256-87.9% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 12.61% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,811 | $4,804-62.3% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $3,202 | $8,216-61.0% | $7,897-59.5% | $6,407-50.0% |
| Admin fee / account holder | $3,087 | $14,344-78.5% | $13,129-76.5% | $12,270-74.8% |