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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 | $12,543 | $174,379-92.8% | $152,093-91.8% | $138,895-91.0% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 14.71% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,798 | $4,652-61.4% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $4,755 | $6,159-22.8% | $5,451-12.8% | $6,396-25.7% |
| Admin fee / account holder | $18,039 | $16,880+6.9% | $14,497+24.4% | $12,562+43.6% |