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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 | $30,486 | $86,940-64.9% | $102,434-70.2% | $80,935-62.3% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.7%+6.7pp |
| Annual return | 10.93% | 18.89%-8.0pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,376 | $4,121-42.3% | $5,055-53.0% | $4,299-44.7% |
| Admin fee / account holder | $15,907 | $8,047+97.7% | $9,462+68.1% | $6,924+129.7% |