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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 | $27,189 | $136,860-80.1% | $120,344-77.4% | $154,746-82.4% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 16.73% | 21.38%-4.6pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,675 | $3,533-52.6% | $3,020-44.6% | $4,379-61.8% |
| Participant deferral / active EE | $2,811 | $5,793-51.5% | $5,135-45.3% | $6,730-58.2% |
| Admin fee / account holder | $2,521 | $15,393-83.6% | $12,742-80.2% | $14,365-82.5% |