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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 | $26,000 | $63,082-58.8% | $81,716-68.2% | $79,852-67.4% |
| Participation rate | 73.1% | 67.5%+5.5pp | 72.0%+1.1pp | 69.6%+3.4pp |
| Annual return | 12.45% | 22.66%-10.2pp | 29.49%-17.0pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,876 | $1,795+4.5% | $4,310-56.5% | $2,471-24.1% |
| Participant deferral / active EE | $2,617 | $2,780-5.9% | $7,108-63.2% | $3,740-30.0% |
| Admin fee / account holder | $1,926 | $4,428-56.5% | $5,159-62.7% | $5,306-63.7% |