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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 | $27,223 | $92,219-70.5% | $76,768-64.5% | $135,379-79.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 5.38% | 5.46%-0.1pp | 2.43%+3.0pp | 519.79%-514.4pp |
| Employer contribution / active EE | $5,393 | $3,216+67.7% | $2,485+117.0% | $4,779+12.9% |
| Participant deferral / active EE | $4,900 | $4,508+8.7% | $3,852+27.2% | $5,609-12.6% |
| Admin fee / account holder | $13,682 | $10,749+27.3% | $6,675+105.0% | $10,828+26.4% |