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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 | $26,698 | $99,053-73.0% | $88,179-69.7% | $138,895-80.8% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.1%+3.6pp | 79.9%-7.2pp |
| Annual return | 11.53% | 78.17%-66.6pp | 64.97%-53.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,031 | $2,882-29.5% | $2,549-20.3% | $4,194-51.6% |
| Participant deferral / active EE | $2,434 | $5,225-53.4% | $4,614-47.3% | $6,396-62.0% |
| Admin fee / account holder | $1,091 | $8,748-87.5% | $7,673-85.8% | $12,562-91.3% |