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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 | $20,359 | $107,809-81.1% | $97,032-79.0% | $155,188-86.9% |
| Participation rate | 82.4% | 75.5%+6.9pp | 71.6%+10.8pp | 80.8%+1.5pp |
| Annual return | 21.46% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,320 | $2,911-54.6% | $2,629-49.8% | $4,248-68.9% |
| Participant deferral / active EE | $3,852 | $5,129-24.9% | $4,672-17.6% | $6,531-41.0% |
| Admin fee / account holder | $1,516 | $10,717-85.9% | $9,418-83.9% | $14,480-89.5% |