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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 | $40,635 | $85,024-52.2% | $70,544-42.4% | $139,466-70.9% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.4%+13.5pp | 80.3%+1.5pp |
| Annual return | 10.76% | 30.39%-19.6pp | 32.79%-22.0pp | 373.66%-362.9pp |
| Employer contribution / active EE | $3,096 | $3,912-20.9% | $2,976+4.0% | $4,754-34.9% |
| Participant deferral / active EE | $1,796 | $5,891-69.5% | $4,568-60.7% | $6,712-73.2% |
| Admin fee / account holder | $487 | $8,928-94.6% | $6,427-92.4% | $11,409-95.7% |