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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 | $36,735 | $106,524-65.5% | $152,301-75.9% | $87,485-58.0% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.4%-9.5pp | 68.9%+4.0pp |
| Annual return | 14.47% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,424 | $6,525-1.5% | $8,004-19.7% | $4,274+50.3% |
| Admin fee / account holder | $10,820 | $8,287+30.6% | $14,398-24.8% | $7,775+39.2% |