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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 | $42,402 | $77,492-45.3% | $100,398-57.8% | $80,911-47.6% |
| Participation rate | 70.5% | 76.9%-6.4pp | 81.5%-11.0pp | 67.6%+2.9pp |
| Annual return | 14.85% | 37.23%-22.4pp | 49.32%-34.5pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,964 | $2,800-29.9% | $3,946-50.2% | $2,756-28.7% |
| Participant deferral / active EE | $3,212 | $6,817-52.9% | $8,084-60.3% | $4,297-25.2% |
| Admin fee / account holder | $6,803 | $5,892+15.5% | $7,893-13.8% | $6,935-1.9% |