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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 | $26,370 | $70,366-62.5% | $66,674-60.4% | $138,895-81.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 18.15% | 386.41%-368.3pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,778 | $2,765-35.7% | $2,620-32.1% | $4,194-57.6% |
| Participant deferral / active EE | $3,925 | $4,374-10.3% | $4,084-3.9% | $6,396-38.6% |
| Admin fee / account holder | $6,601 | $5,262+25.4% | $5,098+29.5% | $12,562-47.5% |