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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 | $19,213 | $110,379-82.6% | $102,412-81.2% | $145,884-86.8% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 13.48% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,085 | $4,216-50.5% | $3,870-46.1% | $4,662-55.3% |
| Participant deferral / active EE | $3,015 | $5,622-46.4% | $5,060-40.4% | $6,690-54.9% |
| Admin fee / account holder | $342 | $9,745-96.5% | $8,388-95.9% | $13,392-97.4% |