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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 | $23,558 | $110,379-78.7% | $102,412-77.0% | $145,884-83.9% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 13.74% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,769 | $4,216-58.0% | $3,870-54.3% | $4,662-62.1% |
| Participant deferral / active EE | $5,277 | $5,622-6.1% | $5,060+4.3% | $6,690-21.1% |
| Admin fee / account holder | $752 | $9,745-92.3% | $8,388-91.0% | $13,392-94.4% |