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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 | $27,846 | $178,174-84.4% | $156,181-82.2% | $137,256-79.7% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 20.61% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,438 | $4,972-51.0% | $4,294-43.2% | $4,156-41.3% |
| Participant deferral / active EE | $4,213 | $6,888-38.8% | $6,132-31.3% | $6,407-34.2% |
| Admin fee / account holder | $505 | $17,404-97.1% | $14,586-96.5% | $12,270-95.9% |