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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 | $26,083 | $88,583-70.6% | $88,497-70.5% | $273,972-90.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.4%+5.1pp | 83.0%+4.5pp |
| Annual return | 5.99% | 5.68%+0.3pp | 7.63%-1.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,030 | $4,502-54.9% | $4,036-49.7% | $4,869-58.3% |
| Participant deferral / active EE | $2,197 | $4,891-55.1% | $4,899-55.2% | $5,287-58.4% |
| Admin fee / account holder | $6,156 | $8,980-31.4% | $6,220-1.0% | $10,133-39.2% |