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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 | $30,047 | $157,829-81.0% | $136,867-78.0% | $198,609-84.9% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 11.50% | 51.25%-39.7pp | 42.97%-31.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $1,855 | $3,923-52.7% | $3,547-47.7% | $5,055-63.3% |
| Participant deferral / active EE | $8,088 | $5,463+48.1% | $4,924+64.3% | $6,977+15.9% |
| Admin fee / account holder | $1,021 | $11,107-90.8% | $10,340-90.1% | $19,030-94.6% |