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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 | $38,201 | $123,000-68.9% | $105,582-63.8% | $198,609-80.8% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 16.64% | 18.31%-1.7pp | 18.61%-2.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,891 | $3,582-19.3% | $2,984-3.1% | $5,055-42.8% |
| Participant deferral / active EE | $4,998 | $5,013-0.3% | $4,353+14.8% | $6,977-28.4% |
| Admin fee / account holder | $337 | $16,254-97.9% | $12,856-97.4% | $19,030-98.2% |