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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 | $20,878 | $153,311-86.4% | $109,313-80.9% | $273,972-92.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 5.93% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,522 | $5,619-55.1% | $3,892-35.2% | $4,869-48.2% |
| Participant deferral / active EE | $5,994 | $3,932+52.4% | $3,166+89.3% | $5,287+13.4% |
| Admin fee / account holder | $15,692 | $8,076+94.3% | $5,666+176.9% | $10,133+54.9% |