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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 | $23,644 | $83,908-71.8% | $68,509-65.5% | $125,389-81.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | 5.03% | 14.48%-9.4pp | 8.27%-3.2pp | 282.24%-277.2pp |
| Employer contribution / active EE | $6,534 | $3,031+115.6% | $2,278+186.9% | $4,866+34.3% |
| Participant deferral / active EE | $9,964 | $4,125+141.6% | $3,382+194.6% | $5,352+86.2% |
| Admin fee / account holder | $5,509 | $8,982-38.7% | $5,275+4.4% | $9,541-42.3% |