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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 | $22,308 | $115,225-80.6% | $100,712-77.8% | $138,895-83.9% |
| Participation rate | 84.6% | 74.3%+10.3pp | 69.3%+15.3pp | 79.9%+4.7pp |
| Annual return | 20.39% | 40.35%-20.0pp | 33.27%-12.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,388 | $2,771-49.9% | $2,313-40.0% | $4,194-66.9% |
| Participant deferral / active EE | $3,444 | $4,699-26.7% | $4,085-15.7% | $6,396-46.2% |
| Admin fee / account holder | $492 | $10,844-95.5% | $9,256-94.7% | $12,562-96.1% |