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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 | $81,233-56.2% | $155,567-77.1% | $80,874-56.0% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.6%+6.3pp |
| Annual return | 10.79% | 33.33%-22.5pp | 64.74%-53.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,515 | $3,101-51.2% | $4,674-67.6% | $2,756-45.0% |
| Participant deferral / active EE | $2,661 | $3,452-22.9% | $5,628-52.7% | $4,297-38.1% |
| Admin fee / account holder | $1,277 | $7,998-84.0% | $15,916-92.0% | $6,935-81.6% |