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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 | $32,314 | $91,198-64.6% | $178,503-81.9% | $79,856-59.5% |
| Participation rate | 73.8% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 13.81% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,093 | $3,257-35.7% | $5,011-58.2% | $2,471-15.3% |
| Participant deferral / active EE | $2,820 | $3,237-12.9% | $5,202-45.8% | $3,741-24.6% |
| Admin fee / account holder | $8,950 | $6,748+32.6% | $13,987-36.0% | $5,306+68.7% |