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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 | $32,071 | $93,064-65.5% | $74,577-57.0% | $273,972-88.3% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 6.10% | 26.18%-20.1pp | 20.47%-14.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,666 | $3,160-47.3% | $2,525-34.0% | $4,869-65.8% |
| Participant deferral / active EE | $1,844 | $4,160-55.7% | $3,458-46.7% | $5,287-65.1% |
| Admin fee / account holder | $4,835 | $5,273-8.3% | $4,138+16.8% | $10,133-52.3% |