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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 | $32,620 | $117,904-72.3% | $102,457-68.2% | $145,978-77.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 12.03% | 31.80%-19.8pp | 29.41%-17.4pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,696 | $3,613-53.1% | $3,022-43.9% | $4,662-63.6% |
| Participant deferral / active EE | $3,167 | $5,733-44.8% | $5,054-37.3% | $6,690-52.7% |
| Admin fee / account holder | $2,694 | $13,329-79.8% | $9,451-71.5% | $13,400-79.9% |