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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 | $28,587 | $106,749-73.2% | $145,433-80.3% | $82,448-65.3% |
| Participation rate | 76.0% | 75.6%+0.4pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 17.09% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,062 | $3,444-40.1% | $4,554-54.7% | $2,551-19.2% |
| Participant deferral / active EE | $5,512 | $6,519-15.4% | $7,897-30.2% | $4,139+33.2% |
| Admin fee / account holder | $3,123 | $8,390-62.8% | $13,129-76.2% | $7,234-56.8% |