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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 | $17,302 | $185,312-90.7% | $161,489-89.3% | $154,746-88.8% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 20.93% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,486 | $4,769-68.8% | $4,268-65.2% | $4,379-66.1% |
| Participant deferral / active EE | $2,670 | $6,350-58.0% | $5,630-52.6% | $6,730-60.3% |
| Admin fee / account holder | $884 | $18,654-95.3% | $16,006-94.5% | $14,365-93.8% |