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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 | $50,759 | $201,370-74.8% | $184,256-72.5% | $145,897-65.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.95% | 29.05%-7.1pp | 28.85%-6.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $3,172 | $7,024-54.8% | $6,427-50.6% | $4,663-32.0% |
| Participant deferral / active EE | $13,240 | $9,808+35.0% | $9,133+45.0% | $6,689+97.9% |
| Admin fee / account holder | $1,666 | $16,364-89.8% | $13,899-88.0% | $13,390-87.6% |