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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 | $45,608 | $117,829-61.3% | $102,423-55.5% | $145,877-68.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 13.98% | 31.83%-17.9pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,041 | $3,615-43.5% | $3,023-32.5% | $4,663-56.2% |
| Participant deferral / active EE | $8,365 | $5,732+45.9% | $5,054+65.5% | $6,691+25.0% |
| Admin fee / account holder | $1,043 | $13,335-92.2% | $9,455-89.0% | $13,402-92.2% |