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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 | $172,111-89.9% | $150,298-88.5% | $137,256-87.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.93% | 69.37%-48.4pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,486 | $4,636-67.9% | $4,154-64.2% | $4,156-64.2% |
| Participant deferral / active EE | $2,670 | $6,166-56.7% | $5,453-51.0% | $6,407-58.3% |
| Admin fee / account holder | $884 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |