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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 | $35,298 | $96,956-63.6% | $69,779-49.4% | $273,972-87.1% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 4.94% | 12.93%-8.0pp | 12.99%-8.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,362 | $3,316-58.9% | $2,338-41.8% | $4,869-72.0% |
| Participant deferral / active EE | $2,501 | $3,744-33.2% | $2,931-14.7% | $5,287-52.7% |
| Admin fee / account holder | $344 | $7,934-95.7% | $4,381-92.1% | $10,133-96.6% |