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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 | $26,751 | $172,111-84.5% | $150,298-82.2% | $137,256-80.5% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 13.74% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,356 | $4,636-70.8% | $4,154-67.4% | $4,156-67.4% |
| Participant deferral / active EE | $3,241 | $6,166-47.4% | $5,453-40.6% | $6,407-49.4% |
| Admin fee / account holder | $2,915 | $16,471-82.3% | $14,116-79.4% | $12,270-76.2% |