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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 | $32,876 | $162,821-79.8% | $133,978-75.5% | $158,982-79.3% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 14.24% | 41.95%-27.7pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $3,476 | $4,976-30.2% | $3,919-11.3% | $4,763-27.0% |
| Participant deferral / active EE | $9,166 | $5,910+55.1% | $5,047+81.6% | $5,983+53.2% |
| Admin fee / account holder | $6,542 | $11,742-44.3% | $8,930-26.7% | $11,252-41.9% |