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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 | $26,221 | $78,670-66.7% | $109,173-76.0% | $85,847-69.5% |
| Participation rate | 70.0% | 68.3%+1.7pp | 75.9%-5.9pp | 69.3%+0.7pp |
| Annual return | 20.10% | 25.09%-5.0pp | 25.75%-5.7pp | 318.61%-298.5pp |
| Employer contribution / active EE | $1,397 | $2,734-48.9% | $3,723-62.5% | $2,565-45.5% |
| Participant deferral / active EE | $1,819 | $3,467-47.5% | $4,654-60.9% | $3,952-54.0% |
| Admin fee / account holder | $5,833 | $5,469+6.6% | $6,755-13.7% | $6,261-6.8% |