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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 | $19,175 | $124,425-84.6% | $112,040-82.9% | $137,256-86.0% |
| Participation rate | 77.3% | 79.3%-2.0pp | 76.5%+0.8pp | 80.0%-2.7pp |
| Annual return | 21.12% | 24.72%-3.6pp | 24.52%-3.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $999 | $3,411-70.7% | $2,954-66.2% | $4,156-76.0% |
| Participant deferral / active EE | $2,110 | $5,718-63.1% | $5,098-58.6% | $6,407-67.1% |
| Admin fee / account holder | $787 | $15,207-94.8% | $12,098-93.5% | $12,270-93.6% |