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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 | $31,755 | $76,407-58.4% | $150,298-78.9% | $82,448-61.5% |
| Participation rate | 70.9% | 66.4%+4.5pp | 77.8%-6.9pp | 68.1%+2.8pp |
| Annual return | 15.65% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,042 | $2,614-60.2% | $4,154-74.9% | $2,551-59.2% |
| Participant deferral / active EE | $2,032 | $3,214-36.8% | $5,453-62.7% | $4,139-50.9% |
| Admin fee / account holder | $5,758 | $6,352-9.3% | $14,116-59.2% | $7,234-20.4% |