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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 | $41,344 | $117,895-64.9% | $102,460-59.6% | $145,897-71.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 9.34% | 31.92%-22.6pp | 29.47%-20.1pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,785 | $3,619-23.0% | $3,025-7.9% | $4,663-40.3% |
| Participant deferral / active EE | $11,168 | $5,736+94.7% | $5,056+120.9% | $6,689+66.9% |
| Admin fee / account holder | $6,160 | $13,353-53.9% | $9,460-34.9% | $13,390-54.0% |