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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 | $24,835 | $77,472-67.9% | $100,392-75.3% | $80,935-69.3% |
| Participation rate | 70.9% | 76.9%-6.1pp | 81.5%-10.6pp | 67.7%+3.2pp |
| Annual return | 16.67% | 37.26%-20.6pp | 49.45%-32.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,727 | $2,800-2.6% | $3,941-30.8% | $2,757-1.1% |
| Participant deferral / active EE | $6,212 | $6,818-8.9% | $8,090-23.2% | $4,299+44.5% |
| Admin fee / account holder | $2,077 | $5,885-64.7% | $7,904-73.7% | $6,924-70.0% |