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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 | $117,895-63.0% | $102,460-57.4% | $145,897-70.1% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.52% | 31.92%-19.4pp | 29.47%-17.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,177 | $3,619-39.8% | $3,025-28.0% | $4,663-53.3% |
| Participant deferral / active EE | $4,558 | $5,736-20.5% | $5,056-9.8% | $6,689-31.9% |
| Admin fee / account holder | $9,826 | $13,353-26.4% | $9,460+3.9% | $13,390-26.6% |