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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 | $106,524-71.4% | $152,301-80.0% | $87,485-65.2% |
| Participation rate | 71.7% | 75.8%-4.0pp | 82.4%-10.7pp | 68.9%+2.8pp |
| Annual return | 18.54% | 26.89%-8.3pp | 80.50%-62.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,593 | $3,371-23.1% | $4,624-43.9% | $2,596-0.1% |
| Participant deferral / active EE | $4,170 | $6,525-36.1% | $8,004-47.9% | $4,274-2.4% |
| Admin fee / account holder | $1,617 | $8,287-80.5% | $14,398-88.8% | $7,775-79.2% |