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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 | $26,565 | $114,013-76.7% | $103,693-74.4% | $155,188-82.9% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.6pp | 80.8%+0.4pp |
| Annual return | 39.24% | 49.31%-10.1pp | 47.61%-8.4pp | 148.84%-109.6pp |
| Employer contribution / active EE | $1,659 | $3,131-47.0% | $2,920-43.2% | $4,248-61.0% |
| Participant deferral / active EE | $5,120 | $4,970+3.0% | $4,579+11.8% | $6,531-21.6% |
| Admin fee / account holder | $2,010 | $8,407-76.1% | $7,858-74.4% | $14,480-86.1% |