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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 | $76,012 | $106,749-28.8% | $145,433-47.7% | $82,448-7.8% |
| Participation rate | 70.4% | 75.6%-5.2pp | 82.1%-11.7pp | 68.1%+2.4pp |
| Annual return | 15.05% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,058 | $3,444-69.3% | $4,554-76.8% | $2,551-58.5% |
| Participant deferral / active EE | $4,526 | $6,519-30.6% | $7,897-42.7% | $4,139+9.4% |
| Admin fee / account holder | $3,585 | $8,390-57.3% | $13,129-72.7% | $7,234-50.4% |