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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 | $39,610 | $46,534-14.9% | $64,097-38.2% | $75,177-47.3% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 12.87% | 26.07%-13.2pp | 33.75%-20.9pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,051 | $1,976-46.8% | $2,750-61.8% | $2,671-60.6% |
| Participant deferral / active EE | $849 | $2,835-70.0% | $3,881-78.1% | $4,126-79.4% |
| Admin fee / account holder | $6,198 | $2,957+109.6% | $3,070+101.9% | $5,651+9.7% |