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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 | $16,789 | $110,379-84.8% | $102,412-83.6% | $145,884-88.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.16% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,089 | $4,216-50.5% | $3,870-46.0% | $4,662-55.2% |
| Participant deferral / active EE | $3,917 | $5,622-30.3% | $5,060-22.6% | $6,690-41.5% |
| Admin fee / account holder | $1,941 | $9,745-80.1% | $8,388-76.9% | $13,392-85.5% |