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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 | $26,036 | $93,064-72.0% | $74,577-65.1% | $273,972-90.5% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 6.86% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,103 | $3,160-33.5% | $2,525-16.7% | $4,869-56.8% |
| Participant deferral / active EE | $2,276 | $4,160-45.3% | $3,458-34.2% | $5,287-57.0% |
| Admin fee / account holder | $535 | $5,273-89.8% | $4,138-87.1% | $10,133-94.7% |