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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 | $21,137 | $117,895-82.1% | $102,460-79.4% | $145,897-85.5% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.59% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,071 | $3,619-42.8% | $3,025-31.5% | $4,663-55.6% |
| Participant deferral / active EE | $4,415 | $5,736-23.0% | $5,056-12.7% | $6,689-34.0% |
| Admin fee / account holder | $360 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |