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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 | $34,936 | $103,392-66.2% | $87,104-59.9% | $152,897-77.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,785 | $3,221-44.6% | $2,521-29.2% | $4,764-62.5% |
| Participant deferral / active EE | $4,495 | $4,778-5.9% | $4,048+11.0% | $5,851-23.2% |
| Admin fee / account holder | $2,860 | $12,194-76.5% | $7,491-61.8% | $11,599-75.3% |