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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 | $47,913 | $108,922-56.0% | $100,398-52.3% | $145,978-67.2% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 31.93% | 58.04%-26.1pp | 49.32%-17.4pp | 550.52%-518.6pp |
| Employer contribution / active EE | $2,094 | $4,426-52.7% | $3,946-46.9% | $4,662-55.1% |
| Participant deferral / active EE | $7,656 | $8,450-9.4% | $8,084-5.3% | $6,690+14.4% |
| Admin fee / account holder | $576 | $9,680-94.0% | $7,893-92.7% | $13,400-95.7% |