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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 | $47,326 | $209,336-77.4% | $197,124-76.0% | $137,256-65.5% |
| Participation rate | 79.2% | 87.3%-8.1pp | 86.7%-7.5pp | 80.0%-0.8pp |
| Annual return | 20.40% | 48.09%-27.7pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,783 | $6,591-57.8% | $6,227-55.3% | $4,156-33.0% |
| Participant deferral / active EE | $7,999 | $9,614-16.8% | $9,135-12.4% | $6,407+24.9% |
| Admin fee / account holder | $1,513 | $17,308-91.3% | $16,298-90.7% | $12,270-87.7% |