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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 | $48,416 | $185,312-73.9% | $161,489-70.0% | $154,746-68.7% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 22.69% | 103.84%-81.1pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,881 | $4,769-39.6% | $4,268-32.5% | $4,379-34.2% |
| Participant deferral / active EE | $9,113 | $6,350+43.5% | $5,630+61.9% | $6,730+35.4% |
| Admin fee / account holder | $388 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |