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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 | $30,755 | $81,358-62.2% | $155,556-80.2% | $80,959-62.0% |
| Participation rate | 73.8% | 66.3%+7.5pp | 78.2%-4.4pp | 67.7%+6.1pp |
| Annual return | 11.40% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,774 | $3,106-42.9% | $4,675-62.1% | $2,757-35.7% |
| Participant deferral / active EE | $2,958 | $3,455-14.4% | $5,631-47.5% | $4,300-31.2% |
| Admin fee / account holder | $1,425 | $7,994-82.2% | $15,885-91.0% | $6,925-79.4% |