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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 | $34,848 | $139,948-75.1% | $121,663-71.4% | $154,746-77.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 13.43% | 230.52%-217.1pp | 147.54%-134.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,328 | $3,521-62.3% | $3,020-56.0% | $4,379-69.7% |
| Participant deferral / active EE | $3,808 | $5,629-32.4% | $4,887-22.1% | $6,730-43.4% |
| Admin fee / account holder | $1,037 | $17,321-94.0% | $14,289-92.7% | $14,365-92.8% |