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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 | $100,262-72.2% | $81,370-65.8% | $145,897-80.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 9.84% | 34.52%-24.7pp | 24.85%-15.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,021 | $2,979-32.2% | $2,464-18.0% | $4,663-56.7% |
| Participant deferral / active EE | $3,915 | $4,612-15.1% | $3,885+0.8% | $6,689-41.5% |
| Admin fee / account holder | $1,314 | $8,163-83.9% | $5,749-77.2% | $13,390-90.2% |