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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 | $24,479 | $154,228-84.1% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 20.38% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,316 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $5,700 | $8,216-30.6% | $7,897-27.8% | $6,407-11.0% |
| Admin fee / account holder | $690 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |