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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 | $20,979 | $114,119-81.6% | $107,187-80.4% | $138,895-84.9% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 79.9%-6.0pp |
| Annual return | 15.01% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,066 | $4,059-49.1% | $3,782-45.4% | $4,194-50.7% |
| Participant deferral / active EE | $2,633 | $5,538-52.4% | $5,096-48.3% | $6,396-58.8% |
| Admin fee / account holder | $642 | $10,024-93.6% | $9,162-93.0% | $12,562-94.9% |