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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 | $41,805 | $117,859-64.5% | $102,438-59.2% | $145,959-71.4% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 13.82% | 31.72%-17.9pp | 29.37%-15.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $5,438 | $3,615+50.4% | $3,024+79.8% | $4,661+16.7% |
| Participant deferral / active EE | $13,585 | $5,732+137.0% | $5,054+168.8% | $6,689+103.1% |
| Admin fee / account holder | $1,803 | $13,318-86.5% | $9,448-80.9% | $13,398-86.5% |