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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 | $74,332 | $124,351-40.2% | $109,188-31.9% | $167,553-55.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.39% | 26.04%-15.7pp | 25.76%-15.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $1,059 | $4,210-74.8% | $3,723-71.5% | $4,840-78.1% |
| Participant deferral / active EE | $4,774 | $5,257-9.2% | $4,654+2.6% | $6,343-24.7% |
| Admin fee / account holder | $501 | $7,975-93.7% | $6,755-92.6% | $12,316-95.9% |