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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 | $32,537 | $96,558-66.3% | $80,977-59.8% | $273,972-88.1% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 7.47% | 15.14%-7.7pp | 17.11%-9.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,349 | $4,869-51.8% | $3,715-36.8% | $4,869-51.8% |
| Participant deferral / active EE | $7,076 | $6,598+7.2% | $5,696+24.2% | $5,287+33.8% |
| Admin fee / account holder | $2,868 | $7,493-61.7% | $5,517-48.0% | $10,133-71.7% |