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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 | $45,997 | $93,346-50.7% | $71,796-35.9% | $273,972-83.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 7.62% | 130.39%-122.8pp | 78.04%-70.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,237 | $2,733-54.7% | $1,924-35.7% | $4,869-74.6% |
| Participant deferral / active EE | $2,099 | $3,475-39.6% | $2,794-24.9% | $5,287-60.3% |
| Admin fee / account holder | $8,563 | $6,571+30.3% | $4,815+77.8% | $10,133-15.5% |