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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 | $27,591 | $127,387-78.3% | $115,038-76.0% | $125,389-78.0% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.25% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,665 | $5,166-67.8% | $4,608-63.9% | $4,866-65.8% |
| Participant deferral / active EE | $6,324 | $6,423-1.5% | $6,026+4.9% | $5,352+18.2% |
| Admin fee / account holder | $22,612 | $9,516+137.6% | $8,175+176.6% | $9,541+137.0% |