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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 | $22,630 | $156,398-85.5% | $147,318-84.6% | $138,895-83.7% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.1pp | 79.9%+1.0pp |
| Annual return | 17.94% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,269 | $4,853-53.3% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $4,201 | $8,237-49.0% | $7,906-46.9% | $6,396-34.3% |
| Admin fee / account holder | $3,499 | $14,976-76.6% | $13,708-74.5% | $12,562-72.1% |