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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 | $18,499 | $124,980-85.2% | $108,359-82.9% | $154,746-88.0% |
| Participation rate | 73.3% | 75.2%-1.8pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 11.76% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,239 | $2,851-56.5% | $2,399-48.3% | $4,379-71.7% |
| Participant deferral / active EE | $2,516 | $4,743-47.0% | $4,137-39.2% | $6,730-62.6% |
| Admin fee / account holder | $11,670 | $11,502+1.5% | $9,741+19.8% | $14,365-18.8% |