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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 | $79,142 | $117,895-32.9% | $102,460-22.8% | $145,897-45.8% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 11.05% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,913 | $3,619-47.1% | $3,025-36.8% | $4,663-59.0% |
| Participant deferral / active EE | $2,750 | $5,736-52.1% | $5,056-45.6% | $6,689-58.9% |
| Admin fee / account holder | $1,449 | $13,353-89.2% | $9,460-84.7% | $13,390-89.2% |