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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 | $50,836 | $201,372-74.8% | $184,260-72.4% | $145,884-65.2% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 10.33% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,087 | $7,024-56.0% | $6,427-52.0% | $4,662-33.8% |
| Participant deferral / active EE | $5,553 | $9,808-43.4% | $9,133-39.2% | $6,690-17.0% |
| Admin fee / account holder | $9,671 | $16,362-40.9% | $13,898-30.4% | $13,392-27.8% |