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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 | $28,662 | $81,358-64.8% | $155,556-81.6% | $80,959-64.6% |
| Participation rate | 77.9% | 66.3%+11.7pp | 78.2%-0.3pp | 67.7%+10.3pp |
| Annual return | 10.64% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,727 | $3,106-44.4% | $4,675-63.1% | $2,757-37.4% |
| Participant deferral / active EE | $2,692 | $3,455-22.1% | $5,631-52.2% | $4,300-37.4% |
| Admin fee / account holder | $7,566 | $7,994-5.3% | $15,885-52.4% | $6,925+9.3% |