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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 | $37,717 | $93,064-59.5% | $74,577-49.4% | $273,972-86.2% |
| Participation rate | 82.4% | 74.9%+7.4pp | 68.1%+14.2pp | 83.0%-0.7pp |
| Annual return | 9.26% | 26.18%-16.9pp | 20.47%-11.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,793 | $3,160-43.3% | $2,525-29.0% | $4,869-63.2% |
| Participant deferral / active EE | $2,906 | $4,160-30.1% | $3,458-16.0% | $5,287-45.0% |
| Admin fee / account holder | $1,035 | $5,273-80.4% | $4,138-75.0% | $10,133-89.8% |