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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 | $26,527 | $93,598-71.7% | $135,974-80.5% | $75,173-64.7% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 24.54% | 30.89%-6.3pp | 68.30%-43.8pp | 160.72%-136.2pp |
| Employer contribution / active EE | $2,936 | $3,538-17.0% | $4,859-39.6% | $2,671+9.9% |
| Participant deferral / active EE | $5,188 | $6,405-19.0% | $7,760-33.1% | $4,126+25.7% |
| Admin fee / account holder | $1,799 | $6,978-74.2% | $10,767-83.3% | $5,651-68.2% |