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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 | $50,447 | $135,956-62.9% | $123,894-59.3% | $273,972-81.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.75% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,542 | $5,170-50.8% | $4,617-45.0% | $4,869-47.8% |
| Participant deferral / active EE | $4,042 | $6,343-36.3% | $5,984-32.5% | $5,287-23.6% |
| Admin fee / account holder | $787 | $9,817-92.0% | $8,357-90.6% | $10,133-92.2% |