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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 | $26,607 | $93,064-71.4% | $74,577-64.3% | $273,972-90.3% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 5.67% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,128 | $3,160-64.3% | $2,525-55.3% | $4,869-76.8% |
| Participant deferral / active EE | $2,570 | $4,160-38.2% | $3,458-25.7% | $5,287-51.4% |
| Admin fee / account holder | $4,434 | $5,273-15.9% | $4,138+7.1% | $10,133-56.2% |