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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 | $162,136-84.9% | $152,301-83.9% | $154,746-84.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 20.38% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,316 | $4,890-73.1% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $5,700 | $8,341-31.7% | $8,004-28.8% | $6,730-15.3% |
| Admin fee / account holder | $690 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |