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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 | $20,634 | $162,136-87.3% | $152,301-86.5% | $154,746-86.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 12.49% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,081 | $4,890-57.5% | $4,624-55.0% | $4,379-52.5% |
| Participant deferral / active EE | $4,290 | $8,341-48.6% | $8,004-46.4% | $6,730-36.3% |
| Admin fee / account holder | $3,554 | $15,759-77.4% | $14,398-75.3% | $14,365-75.3% |