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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 | $10,998 | $105,960-89.6% | $81,726-86.5% | $158,982-93.1% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.0%+12.6pp | 82.0%+2.6pp |
| Annual return | 34.35% | 38.19%-3.8pp | 29.49%+4.9pp | 302.99%-268.6pp |
| Employer contribution / active EE | $2,428 | $7,805-68.9% | $4,311-43.7% | $4,763-49.0% |
| Participant deferral / active EE | $3,320 | $13,011-74.5% | $7,108-53.3% | $5,983-44.5% |
| Admin fee / account holder | $838 | $8,494-90.1% | $5,160-83.8% | $11,252-92.6% |