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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 | $26,662 | $50,082-46.8% | $93,515-71.5% | $79,856-66.6% |
| Participation rate | 80.9% | 60.9%+19.9pp | 66.8%+14.0pp | 69.6%+11.2pp |
| Annual return | 27.13% | 24.59%+2.5pp | 78.21%-51.1pp | 31.71%-4.6pp |
| Employer contribution / active EE | $2,616 | $1,303+100.7% | $2,077+25.9% | $2,471+5.9% |
| Participant deferral / active EE | $5,981 | $2,212+170.3% | $3,129+91.2% | $3,741+59.9% |
| Admin fee / account holder | $1,062 | $3,454-69.3% | $5,235-79.7% | $5,306-80.0% |