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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 | $32,180 | $90,486-64.4% | $78,676-59.1% | $273,972-88.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.42% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,878 | $3,175-40.9% | $2,850-34.1% | $4,869-61.4% |
| Participant deferral / active EE | $2,363 | $3,901-39.4% | $3,517-32.8% | $5,287-55.3% |
| Admin fee / account holder | $12,834 | $5,263+143.8% | $4,510+184.6% | $10,133+26.7% |