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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 | $57,691 | $108,825-47.0% | $156,181-63.1% | $82,448-30.0% |
| Participation rate | 70.8% | 72.4%-1.6pp | 78.8%-8.0pp | 68.1%+2.7pp |
| Annual return | 17.50% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $919 | $2,870-68.0% | $4,294-78.6% | $2,551-64.0% |
| Participant deferral / active EE | $2,940 | $4,577-35.8% | $6,132-52.1% | $4,139-29.0% |
| Admin fee / account holder | $3,232 | $9,341-65.4% | $14,586-77.8% | $7,234-55.3% |