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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 | $32,101 | $90,486-64.5% | $78,676-59.2% | $273,972-88.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.22% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,649 | $3,175+14.9% | $2,850+28.0% | $4,869-25.1% |
| Participant deferral / active EE | $2,764 | $3,901-29.1% | $3,517-21.4% | $5,287-47.7% |
| Admin fee / account holder | $1,970 | $5,263-62.6% | $4,510-56.3% | $10,133-80.6% |