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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 | $33,102 | $85,024-61.1% | $70,544-53.1% | $139,466-76.3% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.4%+23.3pp | 80.3%+11.3pp |
| Annual return | 20.81% | 30.39%-9.6pp | 32.79%-12.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $4,344 | $3,912+11.0% | $2,976+46.0% | $4,754-8.6% |
| Participant deferral / active EE | $8,107 | $5,891+37.6% | $4,568+77.5% | $6,712+20.8% |
| Admin fee / account holder | $1,232 | $8,928-86.2% | $6,427-80.8% | $11,409-89.2% |