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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 | $39,769 | $117,895-66.3% | $102,460-61.2% | $145,897-72.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 12.30% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,491 | $3,619-31.2% | $3,025-17.7% | $4,663-46.6% |
| Participant deferral / active EE | $1,820 | $5,736-68.3% | $5,056-64.0% | $6,689-72.8% |
| Admin fee / account holder | $11,340 | $13,353-15.1% | $9,460+19.9% | $13,390-15.3% |