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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 | $31,211 | $93,346-66.6% | $71,796-56.5% | $273,972-88.6% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.1%+24.6pp | 83.0%+10.7pp |
| Annual return | 7.55% | 130.39%-122.8pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,257 | $2,733-54.0% | $1,924-34.7% | $4,869-74.2% |
| Participant deferral / active EE | $2,919 | $3,475-16.0% | $2,794+4.5% | $5,287-44.8% |
| Admin fee / account holder | $1,173 | $6,571-82.1% | $4,815-75.6% | $10,133-88.4% |