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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 | $47,075 | $215,361-78.1% | $171,082-72.5% | $273,972-82.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 10.15% | 25.14%-15.0pp | 32.56%-22.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,550 | $4,967-48.7% | $4,002-36.3% | $4,869-47.6% |
| Participant deferral / active EE | $9,950 | $5,543+79.5% | $4,797+107.4% | $5,287+88.2% |
| Admin fee / account holder | $419 | $10,846-96.1% | $8,520-95.1% | $10,133-95.9% |