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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 | $201,264-74.8% | $184,185-72.4% | $145,978-65.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.95% | 29.00%-7.1pp | 28.81%-6.9pp | 550.52%-528.6pp |
| Employer contribution / active EE | $3,172 | $7,021-54.8% | $6,426-50.6% | $4,662-32.0% |
| Participant deferral / active EE | $13,240 | $9,806+35.0% | $9,132+45.0% | $6,690+97.9% |
| Admin fee / account holder | $1,666 | $16,376-89.8% | $13,909-88.0% | $13,400-87.6% |