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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 | $47,858 | $135,956-64.8% | $123,894-61.4% | $273,972-82.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 28.73% | 56.63%-27.9pp | 47.52%-18.8pp | 41.46%-12.7pp |
| Employer contribution / active EE | $1,911 | $5,170-63.0% | $4,617-58.6% | $4,869-60.7% |
| Participant deferral / active EE | $21,689 | $6,343+242.0% | $5,984+262.4% | $5,287+310.2% |
| Admin fee / account holder | $383 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |