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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 | $51,056 | $88,707-42.4% | $74,184-31.2% | $273,972-81.4% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 10.30% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,254 | $3,159-60.3% | $2,370-47.1% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $668 | $8,717-92.3% | $5,586-88.0% | $10,133-93.4% |