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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 | $19,792 | $65,712-69.9% | $57,196-65.4% | $273,972-92.8% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 6.68% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,589 | $3,280-51.6% | $2,683-40.8% | $4,869-67.4% |
| Participant deferral / active EE | $3,025 | $3,782-20.0% | $3,096-2.3% | $5,287-42.8% |
| Admin fee / account holder | $9,420 | $4,838+94.7% | $3,141+199.9% | $10,133-7.0% |