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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 | $28,095 | $99,343-71.7% | $84,751-66.8% | $273,968-89.7% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 6.64% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,128 | $4,214-49.5% | $3,574-40.5% | $4,869-56.3% |
| Participant deferral / active EE | $1,872 | $4,269-56.2% | $3,712-49.6% | $5,287-64.6% |
| Admin fee / account holder | $10,000 | $6,645+50.5% | $5,333+87.5% | $10,132-1.3% |