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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 | $17,999 | $185,312-90.3% | $161,489-88.9% | $154,746-88.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 54.16% | 103.84%-49.7pp | 89.72%-35.6pp | 172.34%-118.2pp |
| Employer contribution / active EE | $2,179 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $3,759 | $6,350-40.8% | $5,630-33.2% | $6,730-44.2% |
| Admin fee / account holder | $1,760 | $18,654-90.6% | $16,006-89.0% | $14,365-87.7% |