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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 | $19,534 | $174,379-88.8% | $152,093-87.2% | $138,895-85.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.05% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,678 | $4,652-63.9% | $4,175-59.8% | $4,194-60.0% |
| Participant deferral / active EE | $2,750 | $6,159-55.3% | $5,451-49.5% | $6,396-57.0% |
| Admin fee / account holder | $4,179 | $16,880-75.2% | $14,497-71.2% | $12,562-66.7% |