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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 | $28,186 | $72,177-60.9% | $115,037-75.5% | $59,633-52.7% |
| Participation rate | 83.8% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.1pp |
| Annual return | 2.45% | 12.02%-9.6pp | 26.14%-23.7pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $1,778 | $2,841-37.4% | $4,608-61.4% | $2,203-19.3% |
| Participant deferral / active EE | $2,493 | $4,783-47.9% | $6,026-58.6% | $3,192-21.9% |
| Admin fee / account holder | $8,627 | $4,927+75.1% | $8,175+5.5% | $4,297+100.8% |