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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 | $30,172 | $81,276-62.9% | $155,574-80.6% | $80,925-62.7% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.7%+12.8pp |
| Annual return | 10.66% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $989 | $3,103-68.1% | $4,676-78.9% | $2,756-64.1% |
| Participant deferral / active EE | $1,541 | $3,453-55.4% | $5,629-72.6% | $4,299-64.1% |
| Admin fee / account holder | $8,578 | $7,993+7.3% | $15,914-46.1% | $6,940+23.6% |