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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 | $41,198 | $99,345-58.5% | $84,753-51.4% | $273,972-85.0% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 11.23% | 22.93%-11.7pp | 22.78%-11.6pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,931 | $4,214-54.2% | $3,574-46.0% | $4,869-60.3% |
| Participant deferral / active EE | $2,988 | $4,270-30.0% | $3,712-19.5% | $5,287-43.5% |
| Admin fee / account holder | $1,178 | $6,645-82.3% | $5,333-77.9% | $10,133-88.4% |