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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 | $33,484 | $103,392-67.6% | $87,104-61.6% | $152,897-78.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 23.20% | 28.10%-4.9pp | 28.19%-5.0pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,806 | $3,221-43.9% | $2,521-28.4% | $4,764-62.1% |
| Participant deferral / active EE | $4,733 | $4,778-0.9% | $4,048+16.9% | $5,851-19.1% |
| Admin fee / account holder | $333 | $12,194-97.3% | $7,491-95.6% | $11,599-97.1% |