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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 | $33,430 | $228,352-85.4% | $185,827-82.0% | $158,950-79.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 13.77% | 40.81%-27.0pp | 35.96%-22.2pp | 302.91%-289.1pp |
| Employer contribution / active EE | $10,791 | $4,967+117.3% | $4,087+164.0% | $4,762+126.6% |
| Participant deferral / active EE | $1,249 | $6,416-80.5% | $5,633-77.8% | $5,983-79.1% |
| Admin fee / account holder | $8,941 | $11,867-24.7% | $9,502-5.9% | $11,248-20.5% |