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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 | $35,354 | $106,524-66.8% | $152,301-76.8% | $87,485-59.6% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.4%-9.1pp | 68.9%+4.4pp |
| Annual return | 16.66% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,198 | $3,371-34.8% | $4,624-52.5% | $2,596-15.3% |
| Participant deferral / active EE | $3,618 | $6,525-44.5% | $8,004-54.8% | $4,274-15.3% |
| Admin fee / account holder | $6,867 | $8,287-17.1% | $14,398-52.3% | $7,775-11.7% |