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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 | $17,043 | $65,712-74.1% | $57,196-70.2% | $273,972-93.8% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 3.52% | 22.01%-18.5pp | 14.59%-11.1pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,778 | $3,280-15.3% | $2,683+3.5% | $4,869-42.9% |
| Participant deferral / active EE | $3,563 | $3,782-5.8% | $3,096+15.1% | $5,287-32.6% |
| Admin fee / account holder | $33,866 | $4,838+600.1% | $3,141+978.3% | $10,133+234.2% |