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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 | $17,855 | $110,303-83.8% | $95,759-81.4% | $139,487-87.2% |
| Participation rate | 70.0% | 75.7%-5.7pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 22.14% | 27.19%-5.1pp | 28.42%-6.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,151 | $3,261-64.7% | $2,836-59.4% | $4,755-75.8% |
| Participant deferral / active EE | $1,701 | $4,674-63.6% | $4,244-59.9% | $6,713-74.7% |
| Admin fee / account holder | $1,257 | $6,615-81.0% | $5,678-77.9% | $11,407-89.0% |