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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 | $19,197 | $117,829-83.7% | $102,423-81.3% | $145,877-86.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 9.96% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,111 | $3,615-41.6% | $3,023-30.2% | $4,663-54.7% |
| Participant deferral / active EE | $6,187 | $5,732+7.9% | $5,054+22.4% | $6,691-7.5% |
| Admin fee / account holder | $9,561 | $13,335-28.3% | $9,455+1.1% | $13,402-28.7% |