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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 | $27,308 | $135,956-79.9% | $123,894-78.0% | $273,972-90.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,163 | $5,170-58.2% | $4,617-53.1% | $4,869-55.6% |
| Participant deferral / active EE | $6,367 | $6,343+0.4% | $5,984+6.4% | $5,287+20.4% |
| Admin fee / account holder | $14,041 | $9,817+43.0% | $8,357+68.0% | $10,133+38.6% |