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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 | $34,447 | $106,923-67.8% | $84,023-59.0% | $152,909-77.5% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 25.45% | 105.02%-79.6pp | 71.32%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,536 | $2,735-43.9% | $1,984-22.6% | $4,764-67.8% |
| Participant deferral / active EE | $1,901 | $4,013-52.6% | $3,239-41.3% | $5,851-67.5% |
| Admin fee / account holder | $6,611 | $8,289-20.2% | $6,102+8.3% | $11,601-43.0% |