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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 | $43,624 | $117,859-63.0% | $102,438-57.4% | $145,959-70.1% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.52% | 31.72%-19.2pp | 29.37%-16.9pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,177 | $3,615-39.8% | $3,024-28.0% | $4,661-53.3% |
| Participant deferral / active EE | $4,558 | $5,732-20.5% | $5,054-9.8% | $6,689-31.8% |
| Admin fee / account holder | $9,826 | $13,318-26.2% | $9,448+4.0% | $13,398-26.7% |