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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 | $19,242 | $90,486-78.7% | $78,676-75.5% | $273,972-93.0% |
| Participation rate | 77.3% | 76.5%+0.8pp | 73.6%+3.7pp | 83.0%-5.7pp |
| Annual return | 7.36% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,697 | $3,175-46.6% | $2,850-40.5% | $4,869-65.1% |
| Participant deferral / active EE | $1,130 | $3,901-71.0% | $3,517-67.9% | $5,287-78.6% |
| Admin fee / account holder | $9,270 | $5,263+76.1% | $4,510+105.5% | $10,133-8.5% |