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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 | $31,137 | $117,433-73.5% | $99,475-68.7% | $152,897-79.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 12.60% | 31.87%-19.3pp | 30.72%-18.1pp | 345.43%-332.8pp |
| Employer contribution / active EE | $1,449 | $3,013-51.9% | $2,540-43.0% | $4,764-69.6% |
| Participant deferral / active EE | $1,738 | $4,086-57.5% | $3,619-52.0% | $5,851-70.3% |
| Admin fee / account holder | $1,427 | $7,634-81.3% | $6,252-77.2% | $11,599-87.7% |