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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 | $31,265 | $99,345-68.5% | $84,753-63.1% | $273,972-88.6% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.71% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.7pp |
| Employer contribution / active EE | $804 | $4,214-80.9% | $3,574-77.5% | $4,869-83.5% |
| Participant deferral / active EE | $3,163 | $4,270-25.9% | $3,712-14.8% | $5,287-40.2% |
| Admin fee / account holder | $2,352 | $6,645-64.6% | $5,333-55.9% | $10,133-76.8% |