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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 | $27,992 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.50% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,805 | $4,890-63.1% | $4,624-61.0% | $4,379-58.8% |
| Participant deferral / active EE | $3,096 | $8,341-62.9% | $8,004-61.3% | $6,730-54.0% |
| Admin fee / account holder | $359 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |