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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 | $49,667 | $165,399-70.0% | $149,745-66.8% | $158,982-68.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 13.95% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,571 | $5,105-69.2% | $4,646-66.2% | $4,763-67.0% |
| Participant deferral / active EE | $2,671 | $7,183-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $702 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |