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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 | $26,257 | $135,956-80.7% | $123,894-78.8% | $273,972-90.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 12.73% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $3,254 | $5,170-37.1% | $4,617-29.5% | $4,869-33.2% |
| Participant deferral / active EE | $10,739 | $6,343+69.3% | $5,984+79.4% | $5,287+103.1% |
| Admin fee / account holder | $2,509 | $9,817-74.4% | $8,357-70.0% | $10,133-75.2% |