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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 | $34,157 | $69,977-51.2% | $108,582-68.5% | $62,881-45.7% |
| Participation rate | 88.2% | 72.9%+15.3pp | 79.6%+8.7pp | 69.3%+18.9pp |
| Annual return | 5.27% | 10.73%-5.5pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,616 | $2,135+22.5% | $3,758-30.4% | $2,281+14.7% |
| Participant deferral / active EE | $2,554 | $3,165-19.3% | $4,311-40.8% | $3,203-20.3% |
| Admin fee / account holder | $847 | $5,076-83.3% | $7,645-88.9% | $4,296-80.3% |