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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 | $53,460 | $141,004-62.1% | $112,273-52.4% | $139,456-61.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.25% | 32.75%-17.5pp | 30.23%-15.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,906 | $4,285-55.5% | $3,431-44.4% | $4,753-59.9% |
| Participant deferral / active EE | $3,028 | $5,878-48.5% | $4,800-36.9% | $6,711-54.9% |
| Admin fee / account holder | $523 | $9,959-94.8% | $7,752-93.3% | $11,407-95.4% |