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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 | $26,393 | $96,508-72.7% | $75,901-65.2% | $152,897-82.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.3%+0.7pp | 82.5%-12.5pp |
| Annual return | 20.45% | 33.99%-13.5pp | 30.76%-10.3pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,011 | $3,310-39.3% | $2,501-19.6% | $4,764-57.8% |
| Participant deferral / active EE | $6,294 | $4,554+38.2% | $3,603+74.7% | $5,851+7.6% |
| Admin fee / account holder | $1,775 | $8,081-78.0% | $5,420-67.3% | $11,599-84.7% |