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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 | $26,995 | $185,312-85.4% | $161,489-83.3% | $154,746-82.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.77% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,878 | $4,769-39.7% | $4,268-32.6% | $4,379-34.3% |
| Participant deferral / active EE | $3,147 | $6,350-50.4% | $5,630-44.1% | $6,730-53.2% |
| Admin fee / account holder | $6,199 | $18,654-66.8% | $16,006-61.3% | $14,365-56.8% |