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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 | $29,494 | $48,078-38.7% | $78,676-62.5% | $62,881-53.1% |
| Participation rate | 71.4% | 65.2%+6.2pp | 73.6%-2.1pp | 69.3%+2.1pp |
| Annual return | 5.62% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,155 | $2,015-42.7% | $2,850-59.5% | $2,281-49.4% |
| Participant deferral / active EE | $1,566 | $2,587-39.5% | $3,517-55.5% | $3,203-51.1% |
| Admin fee / account holder | $7,741 | $3,206+141.4% | $4,510+71.6% | $4,296+80.2% |