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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 | $50,170 | $183,539-72.7% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.91% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,675-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $3,733 | $6,467-42.3% | $5,631-33.7% | $6,689-44.2% |
| Admin fee / account holder | $1,160 | $19,275-94.0% | $15,885-92.7% | $13,390-91.3% |