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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 | $33,612 | $103,393-67.5% | $87,103-61.4% | $152,909-78.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 34.66% | 28.10%+6.6pp | 28.19%+6.5pp | 345.46%-310.8pp |
| Employer contribution / active EE | $2,411 | $3,221-25.1% | $2,521-4.4% | $4,764-49.4% |
| Participant deferral / active EE | $13,295 | $4,778+178.2% | $4,049+228.4% | $5,851+127.2% |
| Admin fee / account holder | $315 | $12,195-97.4% | $7,491-95.8% | $11,601-97.3% |