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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 | $28,193 | $83,908-66.4% | $68,509-58.8% | $125,389-77.5% |
| Participation rate | 76.2% | 78.2%-2.0pp | 74.7%+1.5pp | 83.2%-7.0pp |
| Annual return | 2.17% | 14.48%-12.3pp | 8.27%-6.1pp | 282.24%-280.1pp |
| Employer contribution / active EE | $2,165 | $3,031-28.6% | $2,278-5.0% | $4,866-55.5% |
| Participant deferral / active EE | $4,508 | $4,125+9.3% | $3,382+33.3% | $5,352-15.8% |
| Admin fee / account holder | $2,921 | $8,982-67.5% | $5,275-44.6% | $9,541-69.4% |