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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 | $27,760 | $43,344-36.0% | $59,899-53.7% | $64,173-56.7% |
| Participation rate | 71.0% | 69.2%+1.8pp | 74.7%-3.7pp | 69.6%+1.4pp |
| Annual return | 10.23% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,231 | $2,030-39.4% | $2,723-54.8% | $2,381-48.3% |
| Participant deferral / active EE | $1,150 | $2,547-54.9% | $3,402-66.2% | $3,470-66.9% |
| Admin fee / account holder | $9,371 | $3,008+211.5% | $3,592+160.9% | $4,887+91.7% |