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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 | $20,537 | $155,555-86.8% | $146,866-86.0% | $155,188-86.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.45% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,818 | $4,647-60.9% | $4,425-58.9% | $4,248-57.2% |
| Participant deferral / active EE | $3,029 | $8,044-62.4% | $7,759-61.0% | $6,531-53.6% |
| Admin fee / account holder | $4,636 | $14,755-68.6% | $13,620-66.0% | $14,480-68.0% |