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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 | $26,458 | $110,212-76.0% | $96,534-72.6% | $139,466-81.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 11.21% | 26.42%-15.2pp | 25.88%-14.7pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,516 | $3,620-30.5% | $2,965-15.1% | $4,754-47.1% |
| Participant deferral / active EE | $4,251 | $5,547-23.4% | $4,851-12.4% | $6,712-36.7% |
| Admin fee / account holder | $1,272 | $11,599-89.0% | $8,253-84.6% | $11,409-88.8% |