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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 | $20,541 | $154,228-86.7% | $145,433-85.9% | $137,256-85.0% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 23.46% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,525 | $4,804-47.4% | $4,554-44.6% | $4,156-39.2% |
| Participant deferral / active EE | $8,853 | $8,216+7.8% | $7,897+12.1% | $6,407+38.2% |
| Admin fee / account holder | $2,184 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |