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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 | $27,211 | $106,280-74.4% | $96,538-71.8% | $139,487-80.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.16% | 38.48%-15.3pp | 35.74%-12.6pp | 373.84%-350.7pp |
| Employer contribution / active EE | $2,166 | $4,107-47.3% | $3,740-42.1% | $4,755-54.5% |
| Participant deferral / active EE | $6,024 | $5,457+10.4% | $4,880+23.4% | $6,713-10.3% |
| Admin fee / account holder | $3,426 | $7,888-56.6% | $6,737-49.1% | $11,407-70.0% |