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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 | $18,121 | $154,228-88.3% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,074 | $4,804-77.6% | $4,554-76.4% | $4,156-74.2% |
| Participant deferral / active EE | $3,326 | $8,216-59.5% | $7,897-57.9% | $6,407-48.1% |
| Admin fee / account holder | $1,210 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |