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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 | $50,101 | $201,264-75.1% | $184,185-72.8% | $145,978-65.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 14.70% | 29.00%-14.3pp | 28.81%-14.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,311 | $7,021-67.1% | $6,426-64.0% | $4,662-50.4% |
| Participant deferral / active EE | $3,580 | $9,806-63.5% | $9,132-60.8% | $6,690-46.5% |
| Admin fee / account holder | $411 | $16,376-97.5% | $13,909-97.0% | $13,400-96.9% |