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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 | $39,126 | $81,358-51.9% | $155,556-74.8% | $80,959-51.7% |
| Participation rate | 70.6% | 66.3%+4.3pp | 78.2%-7.6pp | 67.7%+2.9pp |
| Annual return | 11.36% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,051 | $3,106-66.2% | $4,675-77.5% | $2,757-61.9% |
| Participant deferral / active EE | $3,027 | $3,455-12.4% | $5,631-46.2% | $4,300-29.6% |
| Admin fee / account holder | $2,492 | $7,994-68.8% | $15,885-84.3% | $6,925-64.0% |