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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 | $27,759 | $185,312-85.0% | $161,489-82.8% | $154,746-82.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.17% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,083 | $4,769-56.3% | $4,268-51.2% | $4,379-52.4% |
| Participant deferral / active EE | $3,224 | $6,350-49.2% | $5,630-42.7% | $6,730-52.1% |
| Admin fee / account holder | $2,483 | $18,654-86.7% | $16,006-84.5% | $14,365-82.7% |