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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 | $51,071 | $201,372-74.6% | $184,260-72.3% | $145,884-65.0% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-7.0pp |
| Annual return | 14.05% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,479 | $7,024-64.7% | $6,427-61.4% | $4,662-46.8% |
| Participant deferral / active EE | $4,042 | $9,808-58.8% | $9,133-55.7% | $6,690-39.6% |
| Admin fee / account holder | $641 | $16,362-96.1% | $13,898-95.4% | $13,392-95.2% |