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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 | $23,276 | $162,136-85.6% | $152,301-84.7% | $154,746-85.0% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 18.88% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,235 | $4,890-54.3% | $4,624-51.7% | $4,379-49.0% |
| Participant deferral / active EE | $5,641 | $8,341-32.4% | $8,004-29.5% | $6,730-16.2% |
| Admin fee / account holder | $1,077 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |