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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 | $57,567 | $117,846-51.2% | $102,434-43.8% | $145,884-60.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.14% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,850 | $3,615+34.2% | $3,023+60.4% | $4,662+4.0% |
| Participant deferral / active EE | $10,336 | $5,733+80.3% | $5,055+104.5% | $6,690+54.5% |
| Admin fee / account holder | $565 | $13,356-95.8% | $9,462-94.0% | $13,392-95.8% |