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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 | $25,240 | $99,875-74.7% | $146,866-82.8% | $86,983-71.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 21.96% | 28.10%-6.1pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,586 | $3,224-50.8% | $4,425-64.2% | $2,584-38.6% |
| Participant deferral / active EE | $4,535 | $6,322-28.3% | $7,759-41.6% | $4,194+8.1% |
| Admin fee / account holder | $1,852 | $7,838-76.4% | $13,620-86.4% | $7,856-76.4% |