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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 | $156,398-84.3% | $147,318-83.4% | $138,895-82.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 20.38% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,316 | $4,853-72.9% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $5,700 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $690 | $14,976-95.4% | $13,708-95.0% | $12,562-94.5% |