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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 | $34,999 | $103,392-66.1% | $87,104-59.8% | $152,897-77.1% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 22.75% | 28.10%-5.3pp | 28.19%-5.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,951 | $3,221-39.4% | $2,521-22.6% | $4,764-59.0% |
| Participant deferral / active EE | $5,279 | $4,778+10.5% | $4,048+30.4% | $5,851-9.8% |
| Admin fee / account holder | $530 | $12,194-95.7% | $7,491-92.9% | $11,599-95.4% |