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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 | $36,641 | $93,346-60.7% | $71,796-49.0% | $273,972-86.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 7.86% | 130.39%-122.5pp | 78.04%-70.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,746 | $2,733-36.1% | $1,924-9.3% | $4,869-64.1% |
| Participant deferral / active EE | $7,068 | $3,475+103.4% | $2,794+152.9% | $5,287+33.7% |
| Admin fee / account holder | $1,261 | $6,571-80.8% | $4,815-73.8% | $10,133-87.6% |