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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 | $30,396 | $125,778-75.8% | $114,563-73.5% | $154,746-80.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.9%+4.9pp | 80.7%-2.9pp |
| Annual return | 16.60% | 295.14%-278.5pp | 241.09%-224.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,049 | $2,806-27.0% | $2,592-21.0% | $4,379-53.2% |
| Participant deferral / active EE | $3,425 | $4,445-22.9% | $4,142-17.3% | $6,730-49.1% |
| Admin fee / account holder | $474 | $8,190-94.2% | $7,623-93.8% | $14,365-96.7% |