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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 | $27,012 | $165,381-83.7% | $149,730-82.0% | $158,966-83.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.04% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-276.9pp |
| Employer contribution / active EE | $1,703 | $5,104-66.6% | $4,645-63.3% | $4,762-64.2% |
| Participant deferral / active EE | $6,926 | $7,182-3.6% | $6,843+1.2% | $5,983+15.8% |
| Admin fee / account holder | $2,015 | $10,809-81.4% | $9,310-78.4% | $11,250-82.1% |