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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 | $27,759 | $174,379-84.1% | $152,093-81.7% | $138,895-80.0% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,083 | $4,652-55.2% | $4,175-50.1% | $4,194-50.3% |
| Participant deferral / active EE | $3,224 | $6,159-47.7% | $5,451-40.9% | $6,396-49.6% |
| Admin fee / account holder | $2,483 | $16,880-85.3% | $14,497-82.9% | $12,562-80.2% |