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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 | $117,829-64.5% | $102,423-59.2% | $145,877-71.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 13.82% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $5,438 | $3,615+50.4% | $3,023+79.9% | $4,663+16.6% |
| Participant deferral / active EE | $13,585 | $5,732+137.0% | $5,054+168.8% | $6,691+103.0% |
| Admin fee / account holder | $1,803 | $13,335-86.5% | $9,455-80.9% | $13,402-86.6% |