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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 | $57,340 | $101,798-43.7% | $165,071-65.3% | $80,935-29.2% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.5pp |
| Annual return | 11.98% | 16.73%-4.7pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,861 | $2,954-37.0% | $4,347-57.2% | $2,757-32.5% |
| Participant deferral / active EE | $6,139 | $4,476+37.1% | $6,035+1.7% | $4,299+42.8% |
| Admin fee / account holder | $1,007 | $8,221-87.7% | $12,695-92.1% | $6,924-85.5% |