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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 | $117,904-83.7% | $102,457-81.3% | $145,978-86.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 9.96% | 31.80%-21.8pp | 29.41%-19.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,111 | $3,613-41.6% | $3,022-30.1% | $4,662-54.7% |
| Participant deferral / active EE | $6,187 | $5,733+7.9% | $5,054+22.4% | $6,690-7.5% |
| Admin fee / account holder | $9,561 | $13,329-28.3% | $9,451+1.2% | $13,400-28.6% |