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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 | $38,256 | $93,064-58.9% | $74,577-48.7% | $273,972-86.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 6.30% | 26.18%-19.9pp | 20.47%-14.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,339 | $3,160-57.6% | $2,525-47.0% | $4,869-72.5% |
| Participant deferral / active EE | $4,467 | $4,160+7.4% | $3,458+29.2% | $5,287-15.5% |
| Admin fee / account holder | $1,313 | $5,273-75.1% | $4,138-68.3% | $10,133-87.0% |