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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 | $39,930 | $117,846-66.1% | $102,434-61.0% | $145,884-72.6% |
| Participation rate | 78.9% | 78.6%+0.3pp | 76.5%+2.4pp | 80.3%-1.4pp |
| Annual return | 10.81% | 31.90%-21.1pp | 29.46%-18.7pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,919 | $3,615-46.9% | $3,023-36.5% | $4,662-58.8% |
| Participant deferral / active EE | $4,891 | $5,733-14.7% | $5,055-3.2% | $6,690-26.9% |
| Admin fee / account holder | $650 | $13,356-95.1% | $9,462-93.1% | $13,392-95.1% |