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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 | $36,878 | $176,402-79.1% | $134,162-72.5% | $158,966-76.8% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 17.02% | 63.66%-46.6pp | 36.35%-19.3pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,229 | $5,042-75.6% | $3,705-66.8% | $4,762-74.2% |
| Participant deferral / active EE | $2,609 | $4,093-36.3% | $3,500-25.5% | $5,983-56.4% |
| Admin fee / account holder | $1,207 | $8,719-86.2% | $6,685-81.9% | $11,250-89.3% |