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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 | $117,829-63.0% | $102,423-57.4% | $145,877-70.1% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.52% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,177 | $3,615-39.8% | $3,023-28.0% | $4,663-53.3% |
| Participant deferral / active EE | $4,558 | $5,732-20.5% | $5,054-9.8% | $6,691-31.9% |
| Admin fee / account holder | $9,826 | $13,335-26.3% | $9,455+3.9% | $13,402-26.7% |