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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 | $29,015 | $117,846-75.4% | $102,434-71.7% | $145,884-80.1% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 9.45% | 31.90%-22.4pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,662-59.5% |
| Participant deferral / active EE | $4,788 | $5,733-16.5% | $5,055-5.3% | $6,690-28.4% |
| Admin fee / account holder | $1,057 | $13,356-92.1% | $9,462-88.8% | $13,392-92.1% |