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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 | $35,515 | $72,177-50.8% | $115,037-69.1% | $59,633-40.4% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | 6.47% | 12.02%-5.6pp | 26.14%-19.7pp | 2041.40%-2034.9pp |
| Employer contribution / active EE | $1,294 | $2,841-54.5% | $4,608-71.9% | $2,203-41.3% |
| Participant deferral / active EE | $2,376 | $4,783-50.3% | $6,026-60.6% | $3,192-25.6% |
| Admin fee / account holder | $2,643 | $4,927-46.4% | $8,175-67.7% | $4,297-38.5% |