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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 | $27,838 | $100,147-72.2% | $81,286-65.8% | $145,877-80.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 9.84% | 34.44%-24.6pp | 24.80%-15.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,021 | $2,977-32.1% | $2,463-17.9% | $4,663-56.7% |
| Participant deferral / active EE | $3,915 | $4,607-15.0% | $3,883+0.8% | $6,691-41.5% |
| Admin fee / account holder | $1,314 | $8,201-84.0% | $5,764-77.2% | $13,402-90.2% |