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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 | $18,071 | $110,379-83.6% | $102,412-82.4% | $145,884-87.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.40% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,659 | $4,216-60.6% | $3,870-57.1% | $4,662-64.4% |
| Participant deferral / active EE | $3,530 | $5,622-37.2% | $5,060-30.2% | $6,690-47.2% |
| Admin fee / account holder | $2,858 | $9,745-70.7% | $8,388-65.9% | $13,392-78.7% |