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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 | $33,581 | $103,392-67.5% | $87,104-61.4% | $152,897-78.0% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 24.49% | 28.10%-3.6pp | 28.19%-3.7pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,740 | $3,221-46.0% | $2,521-31.0% | $4,764-63.5% |
| Participant deferral / active EE | $2,569 | $4,778-46.2% | $4,048-36.5% | $5,851-56.1% |
| Admin fee / account holder | $1,274 | $12,194-89.6% | $7,491-83.0% | $11,599-89.0% |