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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 | $32,835 | $117,444-72.0% | $99,479-67.0% | $152,909-78.5% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 19.55% | 31.87%-12.3pp | 30.72%-11.2pp | 345.46%-325.9pp |
| Employer contribution / active EE | $4,771 | $3,014+58.3% | $2,540+87.8% | $4,764+0.2% |
| Participant deferral / active EE | $4,470 | $4,086+9.4% | $3,619+23.5% | $5,851-23.6% |
| Admin fee / account holder | $912 | $7,635-88.1% | $6,253-85.4% | $11,601-92.1% |