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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 | $20,999 | $154,228-86.4% | $145,433-85.6% | $137,256-84.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 24.50% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,761 | $4,804-42.5% | $4,554-39.4% | $4,156-33.6% |
| Participant deferral / active EE | $3,297 | $8,216-59.9% | $7,897-58.3% | $6,407-48.5% |
| Admin fee / account holder | $1,284 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |