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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 | $36,365 | $108,285-66.4% | $77,552-53.1% | $158,982-77.1% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 14.09% | 31.69%-17.6pp | 54.82%-40.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $735 | $1,325-44.5% | $987-25.5% | $4,763-84.6% |
| Participant deferral / active EE | $3,849 | $2,455+56.8% | $1,861+106.8% | $5,983-35.7% |
| Admin fee / account holder | $824 | $3,709-77.8% | $2,859-71.2% | $11,252-92.7% |