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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 | $210,698-76.3% | $178,014-72.0% | $145,959-65.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.05% | 386.27%-376.2pp | 294.80%-284.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,900 | $4,567-58.4% | $3,950-51.9% | $4,661-59.2% |
| Participant deferral / active EE | $2,481 | $6,958-64.4% | $6,276-60.5% | $6,689-62.9% |
| Admin fee / account holder | $482 | $12,016-96.0% | $10,362-95.3% | $13,398-96.4% |