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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 | $33,721 | $99,345-66.1% | $84,753-60.2% | $273,972-87.7% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 7.04% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $8,520 | $4,214+102.2% | $3,574+138.3% | $4,869+75.0% |
| Participant deferral / active EE | $1,075 | $4,270-74.8% | $3,712-71.0% | $5,287-79.7% |
| Admin fee / account holder | $3,999 | $6,645-39.8% | $5,333-25.0% | $10,133-60.5% |