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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 | $13,234 | $96,508-86.3% | $75,901-82.6% | $152,897-91.3% |
| Participation rate | 95.7% | 76.2%+19.5pp | 69.3%+26.4pp | 82.5%+13.2pp |
| Annual return | 24.72% | 33.99%-9.3pp | 30.76%-6.0pp | 345.43%-320.7pp |
| Employer contribution / active EE | $2,372 | $3,310-28.3% | $2,501-5.1% | $4,764-50.2% |
| Participant deferral / active EE | $3,491 | $4,554-23.3% | $3,603-3.1% | $5,851-40.3% |
| Admin fee / account holder | $729 | $8,081-91.0% | $5,420-86.5% | $11,599-93.7% |