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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 | $26,737 | $110,212-75.7% | $96,534-72.3% | $139,466-80.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 21.80% | 26.42%-4.6pp | 25.88%-4.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,598 | $3,620-55.9% | $2,965-46.1% | $4,754-66.4% |
| Participant deferral / active EE | $3,511 | $5,547-36.7% | $4,851-27.6% | $6,712-47.7% |
| Admin fee / account holder | $777 | $11,599-93.3% | $8,253-90.6% | $11,409-93.2% |