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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 | $24,475 | $148,582-83.5% | $135,942-82.0% | $139,456-82.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.64% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,357 | $5,245-74.1% | $4,858-72.1% | $4,753-71.5% |
| Participant deferral / active EE | $5,026 | $8,101-38.0% | $7,759-35.2% | $6,711-25.1% |
| Admin fee / account holder | $2,278 | $12,402-81.6% | $10,764-78.8% | $11,407-80.0% |