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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 | $19,472 | $211,288-90.8% | $178,540-89.1% | $145,884-86.7% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 12.94% | 30.27%-17.3pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,061 | $4,574-54.9% | $3,953-47.9% | $4,662-55.8% |
| Participant deferral / active EE | $4,810 | $6,967-31.0% | $6,281-23.4% | $6,690-28.1% |
| Admin fee / account holder | $2,310 | $12,105-80.9% | $10,424-77.8% | $13,392-82.8% |