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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 | $183,516-72.7% | $155,534-67.7% | $145,884-65.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.91% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $3,733 | $6,467-42.3% | $5,630-33.7% | $6,690-44.2% |
| Admin fee / account holder | $1,160 | $19,293-94.0% | $15,900-92.7% | $13,392-91.3% |