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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 | $17,991 | $114,013-84.2% | $103,693-82.6% | $155,188-88.4% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.3pp | 80.8%-3.9pp |
| Annual return | 21.40% | 49.31%-27.9pp | 47.61%-26.2pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,682 | $3,131-46.3% | $2,920-42.4% | $4,248-60.4% |
| Participant deferral / active EE | $3,499 | $4,970-29.6% | $4,579-23.6% | $6,531-46.4% |
| Admin fee / account holder | $449 | $8,407-94.7% | $7,858-94.3% | $14,480-96.9% |