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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 | $28,118 | $90,486-68.9% | $78,676-64.3% | $273,972-89.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.37% | 75.62%-67.3pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,905 | $3,175-40.0% | $2,850-33.2% | $4,869-60.9% |
| Participant deferral / active EE | $2,081 | $3,901-46.7% | $3,517-40.8% | $5,287-60.6% |
| Admin fee / account holder | $9,658 | $5,263+83.5% | $4,510+114.1% | $10,133-4.7% |