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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 | $42,710 | $88,707-51.9% | $74,184-42.4% | $273,972-84.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 19.68% | 11.94%+7.7pp | 17.74%+1.9pp | 41.46%-21.8pp |
| Employer contribution / active EE | $1,257 | $3,159-60.2% | $2,370-47.0% | $4,869-74.2% |
| Participant deferral / active EE | $7,864 | $4,212+86.7% | $3,550+121.5% | $5,287+48.7% |
| Admin fee / account holder | $500 | $8,717-94.3% | $5,586-91.0% | $10,133-95.1% |