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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 | $34,982 | $105,929-67.0% | $81,716-57.2% | $158,966-78.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 8.01% | 38.19%-30.2pp | 29.49%-21.5pp | 302.95%-294.9pp |
| Employer contribution / active EE | $5,590 | $7,802-28.4% | $4,310+29.7% | $4,762+17.4% |
| Participant deferral / active EE | $5,860 | $13,007-54.9% | $7,108-17.6% | $5,983-2.1% |
| Admin fee / account holder | $399 | $8,492-95.3% | $5,159-92.3% | $11,250-96.5% |