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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 | $34,430 | $112,729-69.5% | $98,716-65.1% | $137,256-74.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 19.82% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,118 | $2,725-59.0% | $2,279-50.9% | $4,156-73.1% |
| Participant deferral / active EE | $6,996 | $4,640+50.8% | $4,048+72.8% | $6,407+9.2% |
| Admin fee / account holder | $2,413 | $10,129-76.2% | $8,703-72.3% | $12,270-80.3% |