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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 | $34,057 | $103,392-67.1% | $87,104-60.9% | $152,897-77.7% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 13.16% | 28.10%-14.9pp | 28.19%-15.0pp | 345.43%-332.3pp |
| Employer contribution / active EE | $2,272 | $3,221-29.5% | $2,521-9.9% | $4,764-52.3% |
| Participant deferral / active EE | $4,157 | $4,778-13.0% | $4,048+2.7% | $5,851-29.0% |
| Admin fee / account holder | $328 | $12,194-97.3% | $7,491-95.6% | $11,599-97.2% |