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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 | $31,669 | $110,307-71.3% | $96,576-67.2% | $139,456-77.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 15.66% | 26.40%-10.7pp | 25.87%-10.2pp | 373.45%-357.8pp |
| Employer contribution / active EE | $2,235 | $3,619-38.2% | $2,965-24.6% | $4,753-53.0% |
| Participant deferral / active EE | $9,672 | $5,547+74.4% | $4,851+99.4% | $6,711+44.1% |
| Admin fee / account holder | $6,192 | $11,597-46.6% | $8,253-25.0% | $11,407-45.7% |