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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 | $41,001 | $176,838-76.8% | $146,685-72.0% | $167,518-75.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 15.97% | 24.04%-8.1pp | 22.75%-6.8pp | 478.71%-462.7pp |
| Employer contribution / active EE | $3,308 | $5,161-35.9% | $4,137-20.0% | $4,838-31.6% |
| Participant deferral / active EE | $5,947 | $6,441-7.7% | $5,507+8.0% | $6,342-6.2% |
| Admin fee / account holder | $356 | $13,262-97.3% | $10,281-96.5% | $12,312-97.1% |