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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 | $183,627-90.0% | $155,602-88.1% | $145,978-87.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.97% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,234 | $5,316-76.8% | $4,675-73.6% | $4,662-73.5% |
| Participant deferral / active EE | $4,492 | $6,466-30.5% | $5,629-20.2% | $6,690-32.9% |
| Admin fee / account holder | $1,777 | $19,327-90.8% | $15,923-88.8% | $13,400-86.7% |