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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 | $17,408 | $172,111-89.9% | $150,298-88.4% | $137,256-87.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.78% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,248 | $4,636-29.9% | $4,154-21.8% | $4,156-21.8% |
| Participant deferral / active EE | $4,095 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $1,599 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |