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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 | $24,978 | $101,063-75.3% | $81,473-69.3% | $147,585-83.1% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 14.37% | 32.41%-18.0pp | 38.78%-24.4pp | 578.58%-564.2pp |
| Employer contribution / active EE | $2,339 | $3,206-27.0% | $2,568-8.9% | $4,876-52.0% |
| Participant deferral / active EE | $2,484 | $4,242-41.4% | $3,537-29.8% | $5,439-54.3% |
| Admin fee / account holder | $6,995 | $5,812+20.3% | $4,561+53.4% | $10,886-35.7% |