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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 | $38,104 | $85,024-55.2% | $70,544-46.0% | $139,466-72.7% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 10.65% | 30.39%-19.7pp | 32.79%-22.1pp | 373.66%-363.0pp |
| Employer contribution / active EE | $2,393 | $3,912-38.8% | $2,976-19.6% | $4,754-49.7% |
| Participant deferral / active EE | $5,228 | $5,891-11.3% | $4,568+14.4% | $6,712-22.1% |
| Admin fee / account holder | $2,906 | $8,928-67.4% | $6,427-54.8% | $11,409-74.5% |