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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 | $36,780 | $124,351-70.4% | $109,188-66.3% | $167,553-78.0% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 14.34% | 26.04%-11.7pp | 25.76%-11.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $2,173 | $4,210-48.4% | $3,723-41.6% | $4,840-55.1% |
| Participant deferral / active EE | $4,746 | $5,257-9.7% | $4,654+2.0% | $6,343-25.2% |
| Admin fee / account holder | $441 | $7,975-94.5% | $6,755-93.5% | $12,316-96.4% |