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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 | $27,647 | $73,978-62.6% | $96,515-71.4% | $75,173-63.2% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 20.65% | 26.72%-6.1pp | 35.73%-15.1pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,838 | $2,931-37.3% | $3,740-50.9% | $2,671-31.2% |
| Participant deferral / active EE | $5,263 | $3,660+43.8% | $4,880+7.9% | $4,126+27.6% |
| Admin fee / account holder | $1,832 | $5,219-64.9% | $6,735-72.8% | $5,651-67.6% |