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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 | $174,379-90.0% | $152,093-88.6% | $138,895-87.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 22.78% | 74.86%-52.1pp | 66.36%-43.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $3,248 | $4,652-30.2% | $4,175-22.2% | $4,194-22.6% |
| Participant deferral / active EE | $4,095 | $6,159-33.5% | $5,451-24.9% | $6,396-36.0% |
| Admin fee / account holder | $1,599 | $16,880-90.5% | $14,497-89.0% | $12,562-87.3% |