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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 | $18,356 | $107,666-83.0% | $102,184-82.0% | $154,746-88.1% |
| Participation rate | 81.3% | 83.7%-2.5pp | 82.6%-1.3pp | 80.7%+0.5pp |
| Annual return | 11.89% | 29.33%-17.4pp | 31.58%-19.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,006 | $3,846-47.8% | $3,594-44.2% | $4,379-54.2% |
| Participant deferral / active EE | $11,787 | $8,719+35.2% | $8,309+41.9% | $6,730+75.1% |
| Admin fee / account holder | $7,231 | $12,943-44.1% | $11,609-37.7% | $14,365-49.7% |