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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 | $25,399 | $93,064-72.7% | $74,577-65.9% | $273,972-90.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 7.78% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,896 | $3,160-40.0% | $2,525-24.9% | $4,869-61.1% |
| Participant deferral / active EE | $3,241 | $4,160-22.1% | $3,458-6.3% | $5,287-38.7% |
| Admin fee / account holder | $12,399 | $5,273+135.1% | $4,138+199.6% | $10,133+22.4% |