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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 | $32,324 | $99,345-67.5% | $84,753-61.9% | $273,972-88.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.55% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,119 | $4,214-73.4% | $3,574-68.7% | $4,869-77.0% |
| Participant deferral / active EE | $2,585 | $4,270-39.5% | $3,712-30.4% | $5,287-51.1% |
| Admin fee / account holder | $1,153 | $6,645-82.7% | $5,333-78.4% | $10,133-88.6% |