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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 | $32,791 | $77,472-57.7% | $100,392-67.3% | $80,935-59.5% |
| Participation rate | 79.6% | 76.9%+2.7pp | 81.5%-1.9pp | 67.7%+12.0pp |
| Annual return | 18.73% | 37.26%-18.5pp | 49.45%-30.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,372 | $6,818+22.8% | $8,090+3.5% | $4,299+94.7% |
| Admin fee / account holder | $3,751 | $5,885-36.3% | $7,904-52.5% | $6,924-45.8% |