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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 | $27,408 | $115,225-76.2% | $100,712-72.8% | $138,895-80.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 14.93% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,631 | $2,771-5.1% | $2,313+13.8% | $4,194-37.3% |
| Participant deferral / active EE | $3,410 | $4,699-27.4% | $4,085-16.5% | $6,396-46.7% |
| Admin fee / account holder | $500 | $10,844-95.4% | $9,256-94.6% | $12,562-96.0% |