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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 | $19,911 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 25.34% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,312 | $4,804-31.1% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $5,670 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $393 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |