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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 | $32,506 | $99,345-67.3% | $84,753-61.6% | $273,972-88.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,404 | $4,214-66.7% | $3,574-60.7% | $4,869-71.2% |
| Participant deferral / active EE | $3,003 | $4,270-29.7% | $3,712-19.1% | $5,287-43.2% |
| Admin fee / account holder | $310 | $6,645-95.3% | $5,333-94.2% | $10,133-96.9% |