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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 | $29,518 | $90,486-67.4% | $78,676-62.5% | $273,972-89.2% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 6.84% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,028 | $3,175-67.6% | $2,850-63.9% | $4,869-78.9% |
| Participant deferral / active EE | $1,845 | $3,901-52.7% | $3,517-47.5% | $5,287-65.1% |
| Admin fee / account holder | $5,309 | $5,263+0.9% | $4,510+17.7% | $10,133-47.6% |