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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 | $77,460-67.9% | $100,378-75.3% | $80,925-69.3% |
| Participation rate | 70.9% | 76.9%-6.1pp | 81.5%-10.6pp | 67.7%+3.2pp |
| Annual return | 16.67% | 37.24%-20.6pp | 49.41%-32.7pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,727 | $2,801-2.6% | $3,942-30.8% | $2,756-1.1% |
| Participant deferral / active EE | $6,212 | $6,818-8.9% | $8,087-23.2% | $4,299+44.5% |
| Admin fee / account holder | $2,077 | $5,887-64.7% | $7,899-73.7% | $6,940-70.1% |