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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 | $57,907 | $115,903-50.0% | $100,528-42.4% | $158,966-63.6% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 22.44% | 34.80%-12.4pp | 30.90%-8.5pp | 302.95%-280.5pp |
| Employer contribution / active EE | $4,900 | $4,105+19.4% | $3,419+43.3% | $4,762+2.9% |
| Participant deferral / active EE | $10,547 | $6,677+58.0% | $6,271+68.2% | $5,983+76.3% |
| Admin fee / account holder | $567 | $11,000-94.8% | $8,084-93.0% | $11,250-95.0% |