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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 | $24,756 | $90,486-72.6% | $78,676-68.5% | $273,972-91.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 10.05% | 75.62%-65.6pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,833 | $3,175-42.3% | $2,850-35.7% | $4,869-62.3% |
| Participant deferral / active EE | $4,064 | $3,901+4.2% | $3,517+15.6% | $5,287-23.1% |
| Admin fee / account holder | $2,132 | $5,263-59.5% | $4,510-52.7% | $10,133-79.0% |