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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 | $32,326 | $78,423-58.8% | $95,964-66.3% | $79,856-59.5% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.7pp | 69.6%+1.8pp |
| Annual return | 13.68% | 19.37%-5.7pp | 91.64%-78.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,445 | $1,945-25.7% | $2,541-43.1% | $2,471-41.5% |
| Participant deferral / active EE | $2,630 | $3,440-23.6% | $4,167-36.9% | $3,741-29.7% |
| Admin fee / account holder | $3,101 | $5,622-44.8% | $6,797-54.4% | $5,306-41.6% |