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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 | $34,906 | $78,015-55.3% | $178,505-80.4% | $80,959-56.9% |
| Participation rate | 80.5% | 65.7%+14.8pp | 77.1%+3.4pp | 67.7%+12.9pp |
| Annual return | 12.86% | 18.10%-5.2pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $547 | $2,281-76.0% | $3,955-86.2% | $2,757-80.2% |
| Participant deferral / active EE | $3,426 | $4,406-22.2% | $6,280-45.4% | $4,300-20.3% |
| Admin fee / account holder | $10,612 | $7,160+48.2% | $10,428+1.8% | $6,925+53.2% |