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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 | $23,983 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 20.61% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,583 | $4,804-67.1% | $4,554-65.3% | $4,156-61.9% |
| Participant deferral / active EE | $4,047 | $8,216-50.7% | $7,897-48.8% | $6,407-36.8% |
| Admin fee / account holder | $610 | $14,344-95.7% | $13,129-95.4% | $12,270-95.0% |