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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 | $39,621 | $93,064-57.4% | $74,577-46.9% | $273,972-85.5% |
| Participation rate | 77.3% | 74.9%+2.3pp | 68.1%+9.2pp | 83.0%-5.7pp |
| Annual return | 9.34% | 26.18%-16.8pp | 20.47%-11.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,240 | $3,160-60.7% | $2,525-50.9% | $4,869-74.5% |
| Participant deferral / active EE | $1,685 | $4,160-59.5% | $3,458-51.3% | $5,287-68.1% |
| Admin fee / account holder | $420 | $5,273-92.0% | $4,138-89.9% | $10,133-95.9% |