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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 | $25,398 | $174,379-85.4% | $152,093-83.3% | $138,895-81.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 14.45% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,044 | $4,652-77.6% | $4,175-75.0% | $4,194-75.1% |
| Participant deferral / active EE | $2,594 | $6,159-57.9% | $5,451-52.4% | $6,396-59.4% |
| Admin fee / account holder | $631 | $16,880-96.3% | $14,497-95.6% | $12,562-95.0% |