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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 | $99,345-64.2% | $84,753-58.0% | $273,972-87.0% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 7.19% | 22.93%-15.7pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,183 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $3,794 | $4,270-11.1% | $3,712+2.2% | $5,287-28.2% |
| Admin fee / account holder | $2,648 | $6,645-60.2% | $5,333-50.4% | $10,133-73.9% |