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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 | $47,820 | $127,096-62.4% | $105,736-54.8% | $135,380-64.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 9.93% | 4.49%+5.4pp | 6.27%+3.7pp | 519.81%-509.9pp |
| Employer contribution / active EE | $1,979 | $4,107-51.8% | $3,268-39.5% | $4,779-58.6% |
| Participant deferral / active EE | $1,979 | $5,064-60.9% | $4,080-51.5% | $5,609-64.7% |
| Admin fee / account holder | $582 | $9,087-93.6% | $6,913-91.6% | $10,828-94.6% |