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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 | $26,210 | $103,393-74.7% | $87,103-69.9% | $152,909-82.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 25.80% | 28.10%-2.3pp | 28.19%-2.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,629 | $3,221-49.4% | $2,521-35.4% | $4,764-65.8% |
| Participant deferral / active EE | $5,004 | $4,778+4.7% | $4,049+23.6% | $5,851-14.5% |
| Admin fee / account holder | $421 | $12,195-96.5% | $7,491-94.4% | $11,601-96.4% |