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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 | $22,854 | $148,623-84.6% | $135,974-83.2% | $139,466-83.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 14.60% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,273 | $5,246-75.7% | $4,859-73.8% | $4,754-73.2% |
| Participant deferral / active EE | $5,287 | $8,103-34.8% | $7,760-31.9% | $6,712-21.2% |
| Admin fee / account holder | $13,145 | $12,406+6.0% | $10,767+22.1% | $11,409+15.2% |