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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 | $35,332 | $96,558-63.4% | $80,977-56.4% | $273,972-87.1% |
| Participation rate | 84.2% | 79.1%+5.1pp | 75.8%+8.4pp | 83.0%+1.2pp |
| Annual return | 10.48% | 15.14%-4.7pp | 17.11%-6.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,367 | $4,869-51.4% | $3,715-36.3% | $4,869-51.4% |
| Participant deferral / active EE | $5,380 | $6,598-18.4% | $5,696-5.5% | $5,287+1.8% |
| Admin fee / account holder | $1,858 | $7,493-75.2% | $5,517-66.3% | $10,133-81.7% |