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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 | $35,456 | $88,707-60.0% | $74,184-52.2% | $273,972-87.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 6.50% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $10,359 | $3,159+227.9% | $2,370+337.1% | $4,869+112.8% |
| Participant deferral / active EE | $1,878 | $4,212-55.4% | $3,550-47.1% | $5,287-64.5% |
| Admin fee / account holder | $338 | $8,717-96.1% | $5,586-93.9% | $10,133-96.7% |