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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 | $31,839 | $172,111-81.5% | $150,298-78.8% | $137,256-76.8% |
| Participation rate | 76.2% | 81.7%-5.5pp | 77.8%-1.6pp | 80.0%-3.8pp |
| Annual return | 25.01% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,357 | $4,636-70.7% | $4,154-67.3% | $4,156-67.3% |
| Participant deferral / active EE | $3,307 | $6,166-46.4% | $5,453-39.4% | $6,407-48.4% |
| Admin fee / account holder | $520 | $16,471-96.8% | $14,116-96.3% | $12,270-95.8% |