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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 | $36,828 | $75,183-51.0% | $123,894-70.3% | $55,167-33.2% |
| Participation rate | 72.0% | 72.8%-0.8pp | 81.4%-9.4pp | 69.0%+3.0pp |
| Annual return | 8.31% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,545 | $2,823-45.3% | $4,617-66.5% | $1,963-21.3% |
| Participant deferral / active EE | $2,613 | $5,084-48.6% | $5,984-56.3% | $3,054-14.4% |
| Admin fee / account holder | $2,136 | $663+222.4% | $8,357-74.4% | $504+323.9% |