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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 | $38,414 | $162,529-76.4% | $130,788-70.6% | $154,746-75.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 23.79% | 510.48%-486.7pp | 386.44%-362.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,317 | $4,447-70.4% | $3,558-63.0% | $4,379-69.9% |
| Participant deferral / active EE | $6,681 | $4,808+39.0% | $4,137+61.5% | $6,730-0.7% |
| Admin fee / account holder | $635 | $7,669-91.7% | $6,673-90.5% | $14,365-95.6% |