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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 | $26,032 | $117,846-77.9% | $102,434-74.6% | $145,884-82.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.25% | 31.90%-16.7pp | 29.46%-14.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,662-43.0% |
| Participant deferral / active EE | $3,100 | $5,733-45.9% | $5,055-38.7% | $6,690-53.7% |
| Admin fee / account holder | $405 | $13,356-97.0% | $9,462-95.7% | $13,392-97.0% |