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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 | $33,616 | $152,592-78.0% | $125,180-73.1% | $152,885-78.0% |
| Participation rate | 87.0% | 83.3%+3.6pp | 79.8%+7.2pp | 82.5%+4.5pp |
| Annual return | 14.38% | 54.84%-40.5pp | 43.79%-29.4pp | 345.39%-331.0pp |
| Employer contribution / active EE | $1,170 | $4,947-76.3% | $3,866-69.7% | $4,763-75.4% |
| Participant deferral / active EE | $7,256 | $5,868+23.7% | $4,937+47.0% | $5,851+24.0% |
| Admin fee / account holder | $712 | $13,435-94.7% | $9,703-92.7% | $11,598-93.9% |