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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 | $117,895-61.3% | $102,460-55.5% | $145,897-68.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 13.98% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,041 | $3,619-43.6% | $3,025-32.5% | $4,663-56.2% |
| Participant deferral / active EE | $8,365 | $5,736+45.8% | $5,056+65.4% | $6,689+25.1% |
| Admin fee / account holder | $1,043 | $13,353-92.2% | $9,460-89.0% | $13,390-92.2% |