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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 | $24,664 | $106,267-76.8% | $96,520-74.4% | $139,456-82.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.42% | 38.45%-27.0pp | 35.72%-24.3pp | 373.45%-362.0pp |
| Employer contribution / active EE | $2,143 | $4,105-47.8% | $3,739-42.7% | $4,753-54.9% |
| Participant deferral / active EE | $5,877 | $5,454+7.8% | $4,879+20.5% | $6,711-12.4% |
| Admin fee / account holder | $497 | $7,882-93.7% | $6,733-92.6% | $11,407-95.6% |