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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 | $21,580 | $93,064-76.8% | $74,577-71.1% | $273,972-92.1% |
| Participation rate | 76.2% | 74.9%+1.2pp | 68.1%+8.1pp | 83.0%-6.8pp |
| Annual return | 7.55% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,353 | $3,160-57.2% | $2,525-46.4% | $4,869-72.2% |
| Participant deferral / active EE | $2,124 | $4,160-49.0% | $3,458-38.6% | $5,287-59.8% |
| Admin fee / account holder | $463 | $5,273-91.2% | $4,138-88.8% | $10,133-95.4% |