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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 | $81,331-56.3% | $155,534-77.1% | $80,935-56.1% |
| Participation rate | 73.9% | 66.3%+7.7pp | 78.2%-4.3pp | 67.7%+6.3pp |
| Annual return | 10.79% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,515 | $3,105-51.2% | $4,675-67.6% | $2,757-45.1% |
| Participant deferral / active EE | $2,661 | $3,454-23.0% | $5,630-52.7% | $4,299-38.1% |
| Admin fee / account holder | $1,277 | $7,999-84.0% | $15,900-92.0% | $6,924-81.6% |