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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 | $21,078 | $154,228-86.3% | $145,433-85.5% | $137,256-84.6% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 21.38% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,942 | $4,804-59.6% | $4,554-57.4% | $4,156-53.3% |
| Participant deferral / active EE | $4,376 | $8,216-46.7% | $7,897-44.6% | $6,407-31.7% |
| Admin fee / account holder | $472 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |