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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 | $35,699 | $49,255-27.5% | $70,494-49.4% | $79,856-55.3% |
| Participation rate | 91.9% | 69.2%+22.7pp | 75.1%+16.8pp | 69.6%+22.3pp |
| Annual return | 7.71% | 30.10%-22.4pp | 109.16%-101.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $867 | $2,100-58.7% | $2,738-68.3% | $2,471-64.9% |
| Participant deferral / active EE | $2,747 | $2,768-0.8% | $3,711-26.0% | $3,741-26.6% |
| Admin fee / account holder | $7,618 | $2,879+164.6% | $3,848+98.0% | $5,306+43.6% |