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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 | $24,180 | $100,147-75.9% | $81,286-70.3% | $145,877-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 7.93% | 34.44%-26.5pp | 24.80%-16.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $3,192 | $2,977+7.2% | $2,463+29.6% | $4,663-31.6% |
| Participant deferral / active EE | $4,527 | $4,607-1.8% | $3,883+16.6% | $6,691-32.3% |
| Admin fee / account holder | $4,213 | $8,201-48.6% | $5,764-26.9% | $13,402-68.6% |