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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 | $50,783 | $110,212-53.9% | $96,534-47.4% | $139,466-63.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 10.87% | 26.42%-15.5pp | 25.88%-15.0pp | 373.66%-362.8pp |
| Employer contribution / active EE | $883 | $3,620-75.6% | $2,965-70.2% | $4,754-81.4% |
| Participant deferral / active EE | $4,339 | $5,547-21.8% | $4,851-10.6% | $6,712-35.4% |
| Admin fee / account holder | $8,392 | $11,599-27.6% | $8,253+1.7% | $11,409-26.4% |