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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 | $15,607 | $90,486-82.8% | $78,676-80.2% | $273,972-94.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 3.10% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $926 | $3,175-70.9% | $2,850-67.5% | $4,869-81.0% |
| Participant deferral / active EE | $2,940 | $3,901-24.6% | $3,517-16.4% | $5,287-44.4% |
| Admin fee / account holder | $6,488 | $5,263+23.3% | $4,510+43.8% | $10,133-36.0% |