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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 | $35,818 | $109,904-67.4% | $97,167-63.1% | $145,959-75.5% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 12.66% | 243.43%-230.8pp | 75.27%-62.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,864 | $3,084-39.6% | $2,729-31.7% | $4,661-60.0% |
| Participant deferral / active EE | $4,647 | $4,676-0.6% | $4,264+9.0% | $6,689-30.5% |
| Admin fee / account holder | $350 | $6,216-94.4% | $5,650-93.8% | $13,398-97.4% |