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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 | $25,980 | $141,004-81.6% | $112,273-76.9% | $139,456-81.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.38% | 32.75%-13.4pp | 30.23%-10.8pp | 373.45%-354.1pp |
| Employer contribution / active EE | $3,330 | $4,285-22.3% | $3,431-3.0% | $4,753-29.9% |
| Participant deferral / active EE | $5,075 | $5,878-13.7% | $4,800+5.7% | $6,711-24.4% |
| Admin fee / account holder | $4,223 | $9,959-57.6% | $7,752-45.5% | $11,407-63.0% |