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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 | $28,842 | $101,618-71.6% | $93,063-69.0% | $137,256-79.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 17.60% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,837 | $2,707-32.2% | $2,476-25.8% | $4,156-55.8% |
| Participant deferral / active EE | $7,270 | $4,279+69.9% | $3,958+83.7% | $6,407+13.5% |
| Admin fee / account holder | $2,203 | $6,198-64.5% | $6,033-63.5% | $12,270-82.0% |