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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 | $17,086 | $174,379-90.2% | $152,093-88.8% | $138,895-87.7% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 17.96% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,793 | $4,652-61.5% | $4,175-57.1% | $4,194-57.3% |
| Participant deferral / active EE | $5,110 | $6,159-17.0% | $5,451-6.3% | $6,396-20.1% |
| Admin fee / account holder | $12,189 | $16,880-27.8% | $14,497-15.9% | $12,562-3.0% |