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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 | $49,915 | $183,516-72.8% | $155,534-67.9% | $145,884-65.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.54% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,583 | $5,315-51.4% | $4,675-44.8% | $4,662-44.6% |
| Participant deferral / active EE | $4,008 | $6,467-38.0% | $5,630-28.8% | $6,690-40.1% |
| Admin fee / account holder | $50,043 | $19,293+159.4% | $15,900+214.7% | $13,392+273.7% |