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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 | $33,342 | $101,063-67.0% | $81,473-59.1% | $147,586-77.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 28.83% | 32.41%-3.6pp | 38.78%-10.0pp | 578.59%-549.8pp |
| Employer contribution / active EE | $2,265 | $3,206-29.4% | $2,568-11.8% | $4,876-53.6% |
| Participant deferral / active EE | $4,562 | $4,242+7.5% | $3,537+29.0% | $5,439-16.1% |
| Admin fee / account holder | $1,384 | $5,812-76.2% | $4,561-69.7% | $10,886-87.3% |