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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 | $40,360 | $99,380-59.4% | $90,312-55.3% | $155,188-74.0% |
| Participation rate | 80.0% | 77.3%+2.7pp | 72.9%+7.1pp | 80.8%-0.8pp |
| Annual return | 6.65% | 19.35%-12.7pp | 18.90%-12.2pp | 148.84%-142.2pp |
| Employer contribution / active EE | $480 | $2,390-79.9% | $2,243-78.6% | $4,248-88.7% |
| Participant deferral / active EE | $814 | $4,212-80.7% | $3,749-78.3% | $6,531-87.5% |
| Admin fee / account holder | $34,033 | $9,766+248.5% | $8,248+312.6% | $14,480+135.0% |