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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 | $36,465 | $87,834-58.5% | $133,979-72.8% | $62,881-42.0% |
| Participation rate | 78.9% | 83.4%-4.4pp | 87.1%-8.1pp | 69.3%+9.6pp |
| Annual return | 6.84% | 12.05%-5.2pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,290 | $3,482-63.0% | $5,211-75.2% | $2,281-43.4% |
| Participant deferral / active EE | $4,042 | $4,812-16.0% | $6,282-35.7% | $3,203+26.2% |
| Admin fee / account holder | $981 | $5,372-81.7% | $9,324-89.5% | $4,296-77.2% |