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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 | $117,895-83.7% | $102,460-81.3% | $145,897-86.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 9.96% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,111 | $3,619-41.7% | $3,025-30.2% | $4,663-54.7% |
| Participant deferral / active EE | $6,187 | $5,736+7.9% | $5,056+22.4% | $6,689-7.5% |
| Admin fee / account holder | $9,561 | $13,353-28.4% | $9,460+1.1% | $13,390-28.6% |