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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 | $24,513 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,787 | $4,804-42.0% | $4,554-38.8% | $4,156-32.9% |
| Participant deferral / active EE | $3,183 | $8,216-61.3% | $7,897-59.7% | $6,407-50.3% |
| Admin fee / account holder | $322 | $14,344-97.8% | $13,129-97.5% | $12,270-97.4% |