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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 | $24,618 | $155,555-84.2% | $146,866-83.2% | $155,188-84.1% |
| Participation rate | 76.9% | 84.0%-7.0pp | 82.5%-5.6pp | 80.8%-3.9pp |
| Annual return | 34.78% | 115.41%-80.6pp | 102.85%-68.1pp | 148.84%-114.1pp |
| Employer contribution / active EE | $3,127 | $4,647-32.7% | $4,425-29.3% | $4,248-26.4% |
| Participant deferral / active EE | $5,448 | $8,044-32.3% | $7,759-29.8% | $6,531-16.6% |
| Admin fee / account holder | $15,566 | $14,755+5.5% | $13,620+14.3% | $14,480+7.5% |