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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 | $14,120 | $127,296-88.9% | $109,907-87.2% | $167,536-91.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 9.68% | 22.97%-13.3pp | 29.46%-19.8pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,903 | $3,325-42.8% | $2,844-33.1% | $4,839-60.7% |
| Participant deferral / active EE | $4,052 | $4,513-10.2% | $4,047+0.1% | $6,342-36.1% |
| Admin fee / account holder | $1,006 | $7,119-85.9% | $6,069-83.4% | $12,315-91.8% |