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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 | $13,184 | $105,929-87.6% | $81,716-83.9% | $158,966-91.7% |
| Participation rate | 76.2% | 75.6%+0.6pp | 72.0%+4.2pp | 82.0%-5.8pp |
| Annual return | 37.26% | 38.19%-0.9pp | 29.49%+7.8pp | 302.95%-265.7pp |
| Employer contribution / active EE | $2,744 | $7,802-64.8% | $4,310-36.3% | $4,762-42.4% |
| Participant deferral / active EE | $3,729 | $13,007-71.3% | $7,108-47.5% | $5,983-37.7% |
| Admin fee / account holder | $1,130 | $8,492-86.7% | $5,159-78.1% | $11,250-90.0% |