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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 | $33,952 | $103,392-67.2% | $87,104-61.0% | $152,897-77.8% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.9%+2.3pp | 82.5%-3.3pp |
| Annual return | 17.79% | 28.10%-10.3pp | 28.19%-10.4pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,329 | $3,221-27.7% | $2,521-7.6% | $4,764-51.1% |
| Participant deferral / active EE | $3,691 | $4,778-22.8% | $4,048-8.8% | $5,851-36.9% |
| Admin fee / account holder | $26,160 | $12,194+114.5% | $7,491+249.2% | $11,599+125.5% |