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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 | $35,879 | $117,846-69.6% | $102,434-65.0% | $145,884-75.4% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 11.76% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,013 | $3,615-72.0% | $3,023-66.5% | $4,662-78.3% |
| Participant deferral / active EE | $2,105 | $5,733-63.3% | $5,055-58.4% | $6,690-68.5% |
| Admin fee / account holder | $7,622 | $13,356-42.9% | $9,462-19.4% | $13,392-43.1% |