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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 | $36,553 | $99,345-63.2% | $84,753-56.9% | $273,972-86.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.37% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,133 | $4,214-49.4% | $3,574-40.3% | $4,869-56.2% |
| Participant deferral / active EE | $4,388 | $4,270+2.8% | $3,712+18.2% | $5,287-17.0% |
| Admin fee / account holder | $1,195 | $6,645-82.0% | $5,333-77.6% | $10,133-88.2% |