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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 | $18,453 | $183,592-89.9% | $155,574-88.1% | $145,877-87.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.97% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,234 | $5,317-76.8% | $4,676-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $4,492 | $6,466-30.5% | $5,629-20.2% | $6,691-32.9% |
| Admin fee / account holder | $1,777 | $19,316-90.8% | $15,914-88.8% | $13,402-86.7% |