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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 | $32,992 | $98,240-66.4% | $82,312-59.9% | $147,586-77.6% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 16.82% | 30.85%-14.0pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,158 | $3,192-32.4% | $2,428-11.1% | $4,876-55.8% |
| Participant deferral / active EE | $4,716 | $4,383+7.6% | $3,706+27.3% | $5,439-13.3% |
| Admin fee / account holder | $801 | $8,563-90.6% | $5,608-85.7% | $10,886-92.6% |