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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 | $51,392 | $100,970-49.1% | $96,576-46.8% | $137,256-62.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 21.50% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,708 | $3,809-28.9% | $3,553-23.8% | $4,156-34.8% |
| Participant deferral / active EE | $10,016 | $8,286+20.9% | $7,956+25.9% | $6,407+56.3% |
| Admin fee / account holder | $465 | $11,312-95.9% | $11,381-95.9% | $12,270-96.2% |