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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 | $38,503 | $99,345-61.2% | $84,753-54.6% | $273,972-85.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,729 | $4,214-59.0% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $3,945 | $4,270-7.6% | $3,712+6.3% | $5,287-25.4% |
| Admin fee / account holder | $31,894 | $6,645+379.9% | $5,333+498.0% | $10,133+214.8% |