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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 | $15,556 | $155,555-90.0% | $146,866-89.4% | $155,188-90.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 27.00% | 115.41%-88.4pp | 102.85%-75.9pp | 148.84%-121.8pp |
| Employer contribution / active EE | $1,357 | $4,647-70.8% | $4,425-69.3% | $4,248-68.0% |
| Participant deferral / active EE | $4,252 | $8,044-47.1% | $7,759-45.2% | $6,531-34.9% |
| Admin fee / account holder | $1,354 | $14,755-90.8% | $13,620-90.1% | $14,480-90.6% |