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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 | $35,557 | $81,358-56.3% | $155,556-77.1% | $80,959-56.1% |
| Participation rate | 73.9% | 66.3%+7.6pp | 78.2%-4.3pp | 67.7%+6.2pp |
| Annual return | 10.79% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,515 | $3,106-51.2% | $4,675-67.6% | $2,757-45.1% |
| Participant deferral / active EE | $2,661 | $3,455-23.0% | $5,631-52.7% | $4,300-38.1% |
| Admin fee / account holder | $1,277 | $7,994-84.0% | $15,885-92.0% | $6,925-81.6% |