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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 | $31,348 | $106,749-70.6% | $145,433-78.4% | $82,448-62.0% |
| Participation rate | 78.8% | 75.6%+3.1pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 15.61% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $843 | $3,444-75.5% | $4,554-81.5% | $2,551-66.9% |
| Participant deferral / active EE | $5,384 | $6,519-17.4% | $7,897-31.8% | $4,139+30.1% |
| Admin fee / account holder | $3,518 | $8,390-58.1% | $13,129-73.2% | $7,234-51.4% |