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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 | $51,232 | $110,303-53.6% | $95,759-46.5% | $139,487-63.3% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.32% | 27.19%-6.9pp | 28.42%-8.1pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,201 | $3,261-63.2% | $2,836-57.6% | $4,755-74.7% |
| Participant deferral / active EE | $9,360 | $4,674+100.2% | $4,244+120.6% | $6,713+39.4% |
| Admin fee / account holder | $644 | $6,615-90.3% | $5,678-88.7% | $11,407-94.4% |