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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 | $29,796 | $135,956-78.1% | $123,894-76.0% | $273,972-89.1% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 26.50% | 56.63%-30.1pp | 47.52%-21.0pp | 41.46%-15.0pp |
| Employer contribution / active EE | $3,013 | $5,170-41.7% | $4,617-34.7% | $4,869-38.1% |
| Participant deferral / active EE | $5,213 | $6,343-17.8% | $5,984-12.9% | $5,287-1.4% |
| Admin fee / account holder | $2,219 | $9,817-77.4% | $8,357-73.4% | $10,133-78.1% |