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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 | $27,688 | $106,864-74.1% | $147,318-81.2% | $82,637-66.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 21.28% | 27.49%-6.2pp | 70.43%-49.2pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,994 | $3,417-41.6% | $4,593-56.6% | $2,552-21.9% |
| Participant deferral / active EE | $7,037 | $6,496+8.3% | $7,906-11.0% | $4,126+70.5% |
| Admin fee / account holder | $719 | $8,415-91.5% | $13,708-94.8% | $7,339-90.2% |