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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 | $15,043 | $172,111-91.3% | $150,298-90.0% | $137,256-89.0% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 22.32% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,733 | $4,636-62.6% | $4,154-58.3% | $4,156-58.3% |
| Participant deferral / active EE | $2,929 | $6,166-52.5% | $5,453-46.3% | $6,407-54.3% |
| Admin fee / account holder | $361 | $16,471-97.8% | $14,116-97.4% | $12,270-97.1% |