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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 | $30,439 | $106,749-71.5% | $145,433-79.1% | $82,448-63.1% |
| Participation rate | 71.7% | 75.6%-3.9pp | 82.1%-10.4pp | 68.1%+3.7pp |
| Annual return | 18.54% | 27.59%-9.1pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,593 | $3,444-24.7% | $4,554-43.1% | $2,551+1.6% |
| Participant deferral / active EE | $4,170 | $6,519-36.0% | $7,897-47.2% | $4,139+0.7% |
| Admin fee / account holder | $1,617 | $8,390-80.7% | $13,129-87.7% | $7,234-77.6% |