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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 | $49,925 | $211,288-76.4% | $178,540-72.0% | $145,884-65.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.05% | 30.27%-20.2pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,900 | $4,574-58.5% | $3,953-51.9% | $4,662-59.2% |
| Participant deferral / active EE | $2,481 | $6,967-64.4% | $6,281-60.5% | $6,690-62.9% |
| Admin fee / account holder | $482 | $12,105-96.0% | $10,424-95.4% | $13,392-96.4% |