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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 | $110,093-67.5% | $97,295-63.2% | $145,897-75.4% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.3pp | 80.3%-3.4pp |
| Annual return | 12.66% | 244.76%-232.1pp | 75.62%-63.0pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,864 | $3,077-39.4% | $2,723-31.5% | $4,663-60.0% |
| Participant deferral / active EE | $4,647 | $4,678-0.7% | $4,264+9.0% | $6,689-30.5% |
| Admin fee / account holder | $350 | $6,212-94.4% | $5,646-93.8% | $13,390-97.4% |