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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 | $162,136-87.0% | $152,301-86.2% | $154,746-86.4% |
| Participation rate | 79.2% | 84.1%-4.9pp | 82.4%-3.3pp | 80.7%-1.5pp |
| Annual return | 21.38% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,942 | $4,890-60.3% | $4,624-58.0% | $4,379-55.7% |
| Participant deferral / active EE | $4,376 | $8,341-47.5% | $8,004-45.3% | $6,730-35.0% |
| Admin fee / account holder | $472 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |