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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 | $65,333 | $105,623-38.1% | $87,502-25.3% | $273,972-76.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 73.8%+8.0pp | 83.0%-1.2pp |
| Annual return | 5.74% | 12.26%-6.5pp | 12.21%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $916 | $3,141-70.8% | $2,550-64.1% | $4,869-81.2% |
| Participant deferral / active EE | $1,081 | $3,601-70.0% | $3,149-65.7% | $5,287-79.6% |
| Admin fee / account holder | $3,440 | $4,781-28.0% | $4,221-18.5% | $10,133-66.0% |