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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 | $31,337 | $90,486-65.4% | $78,676-60.2% | $273,972-88.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 13.67% | 75.62%-62.0pp | 62.19%-48.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $2,176 | $3,175-31.5% | $2,850-23.7% | $4,869-55.3% |
| Participant deferral / active EE | $1,833 | $3,901-53.0% | $3,517-47.9% | $5,287-65.3% |
| Admin fee / account holder | $6,834 | $5,263+29.8% | $4,510+51.5% | $10,133-32.6% |