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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 | $33,771 | $117,895-71.4% | $102,460-67.0% | $145,897-76.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.22% | 31.92%-15.7pp | 29.47%-13.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,638 | $3,619+28.2% | $3,025+53.3% | $4,663-0.5% |
| Participant deferral / active EE | $4,795 | $5,736-16.4% | $5,056-5.2% | $6,689-28.3% |
| Admin fee / account holder | $5,209 | $13,353-61.0% | $9,460-44.9% | $13,390-61.1% |