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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 | $35,579 | $96,956-63.3% | $69,779-49.0% | $273,972-87.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 6.86% | 12.93%-6.1pp | 12.99%-6.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,253 | $3,316-32.0% | $2,338-3.6% | $4,869-53.7% |
| Participant deferral / active EE | $9,785 | $3,744+161.3% | $2,931+233.9% | $5,287+85.1% |
| Admin fee / account holder | $351 | $7,934-95.6% | $4,381-92.0% | $10,133-96.5% |