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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 | $19,469 | $97,125-80.0% | $86,233-77.4% | $137,256-85.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 21.54% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $808 | $2,841-71.5% | $2,504-67.7% | $4,156-80.5% |
| Participant deferral / active EE | $3,907 | $5,180-24.6% | $4,559-14.3% | $6,407-39.0% |
| Admin fee / account holder | $669 | $9,725-93.1% | $8,342-92.0% | $12,270-94.5% |