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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 | $26,270 | $215,361-87.8% | $171,082-84.6% | $273,972-90.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 13.24% | 25.14%-11.9pp | 32.56%-19.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,271 | $4,967-74.4% | $4,002-68.2% | $4,869-73.9% |
| Participant deferral / active EE | $1,271 | $5,543-77.1% | $4,797-73.5% | $5,287-76.0% |
| Admin fee / account holder | $32,990 | $10,846+204.2% | $8,520+287.2% | $10,133+225.6% |