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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 | $48,741 | $180,028-72.9% | $138,135-64.7% | $158,982-69.3% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 18.09% | 21.68%-3.6pp | 20.51%-2.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $4,954 | $7,470-33.7% | $5,587-11.3% | $4,763+4.0% |
| Participant deferral / active EE | $4,998 | $7,717-35.2% | $6,431-22.3% | $5,983-16.5% |
| Admin fee / account holder | $504 | $17,912-97.2% | $11,856-95.7% | $11,252-95.5% |