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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 | $34,201 | $115,903-70.5% | $100,528-66.0% | $158,966-78.5% |
| Participation rate | 81.3% | 81.6%-0.3pp | 79.4%+1.8pp | 82.0%-0.7pp |
| Annual return | 15.82% | 34.80%-19.0pp | 30.90%-15.1pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,867 | $4,105-54.5% | $3,419-45.4% | $4,762-60.8% |
| Participant deferral / active EE | $4,663 | $6,677-30.2% | $6,271-25.6% | $5,983-22.1% |
| Admin fee / account holder | $404 | $11,000-96.3% | $8,084-95.0% | $11,250-96.4% |