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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 | $79,346 | $88,707-10.6% | $74,184+7.0% | $273,972-71.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.56% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $981 | $3,159-68.9% | $2,370-58.6% | $4,869-79.9% |
| Participant deferral / active EE | $2,761 | $4,212-34.5% | $3,550-22.2% | $5,287-47.8% |
| Admin fee / account holder | $422 | $8,717-95.2% | $5,586-92.4% | $10,133-95.8% |