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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 | $36,691 | $215,361-83.0% | $171,082-78.6% | $273,972-86.6% |
| Participation rate | 82.4% | 82.0%+0.3pp | 76.7%+5.7pp | 83.0%-0.7pp |
| Annual return | 6.00% | 25.14%-19.1pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,542 | $4,967-48.8% | $4,002-36.5% | $4,869-47.8% |
| Participant deferral / active EE | $8,648 | $5,543+56.0% | $4,797+80.3% | $5,287+63.6% |
| Admin fee / account holder | $17,365 | $10,846+60.1% | $8,520+103.8% | $10,133+71.4% |