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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 | $38,430 | $96,558-60.2% | $80,977-52.5% | $273,972-86.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 9.14% | 15.14%-6.0pp | 17.11%-8.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,259 | $4,869-53.6% | $3,715-39.2% | $4,869-53.6% |
| Participant deferral / active EE | $5,315 | $6,598-19.4% | $5,696-6.7% | $5,287+0.5% |
| Admin fee / account holder | $425 | $7,493-94.3% | $5,517-92.3% | $10,133-95.8% |