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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 | $24,278 | $90,509-73.2% | $78,693-69.1% | $273,968-91.1% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 5.93% | 75.61%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,352 | $3,175-25.9% | $2,850-17.5% | $4,869-51.7% |
| Participant deferral / active EE | $3,719 | $3,901-4.7% | $3,517+5.7% | $5,287-29.7% |
| Admin fee / account holder | $7,193 | $5,264+36.6% | $4,511+59.5% | $10,132-29.0% |