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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 | $30,218 | $105,623-71.4% | $87,502-65.5% | $273,972-89.0% |
| Participation rate | 72.2% | 78.2%-6.0pp | 73.8%-1.6pp | 83.0%-10.8pp |
| Annual return | 6.76% | 12.26%-5.5pp | 12.21%-5.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,723 | $3,141+114.1% | $2,550+163.7% | $4,869+38.1% |
| Participant deferral / active EE | $2,999 | $3,601-16.7% | $3,149-4.8% | $5,287-43.3% |
| Admin fee / account holder | $468 | $4,781-90.2% | $4,221-88.9% | $10,133-95.4% |