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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 | $37,516 | $85,060-55.9% | $70,565-46.8% | $139,487-73.1% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.4%+5.0pp | 80.3%-7.0pp |
| Annual return | 13.80% | 30.39%-16.6pp | 32.79%-19.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $693 | $3,912-82.3% | $2,976-76.7% | $4,755-85.4% |
| Participant deferral / active EE | $1,282 | $5,891-78.2% | $4,568-71.9% | $6,713-80.9% |
| Admin fee / account holder | $6,001 | $8,932-32.8% | $6,430-6.7% | $11,407-47.4% |