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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 | $34,156 | $162,821-79.0% | $133,978-74.5% | $158,982-78.5% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 24.01% | 41.95%-17.9pp | 45.10%-21.1pp | 302.99%-279.0pp |
| Employer contribution / active EE | $1,782 | $4,976-64.2% | $3,919-54.5% | $4,763-62.6% |
| Participant deferral / active EE | $3,823 | $5,910-35.3% | $5,047-24.3% | $5,983-36.1% |
| Admin fee / account holder | $402 | $11,742-96.6% | $8,930-95.5% | $11,252-96.4% |