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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 | $33,664 | $99,345-66.1% | $84,753-60.3% | $273,972-87.7% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 6.13% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,298 | $4,214-45.5% | $3,574-35.7% | $4,869-52.8% |
| Participant deferral / active EE | $4,510 | $4,270+5.6% | $3,712+21.5% | $5,287-14.7% |
| Admin fee / account holder | $11,384 | $6,645+71.3% | $5,333+113.5% | $10,133+12.3% |