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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 | $30,606 | $90,486-66.2% | $78,676-61.1% | $273,972-88.8% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 3.63% | 75.62%-72.0pp | 62.19%-58.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,086 | $3,901-20.9% | $3,517-12.2% | $5,287-41.6% |
| Admin fee / account holder | $5,172 | $5,263-1.7% | $4,510+14.7% | $10,133-49.0% |