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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 | $23,492 | $172,111-86.4% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 22.39% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,055 | $4,636-55.7% | $4,154-50.5% | $4,156-50.6% |
| Participant deferral / active EE | $4,190 | $6,166-32.0% | $5,453-23.2% | $6,407-34.6% |
| Admin fee / account holder | $1,091 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |