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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 | $19,114 | $99,345-80.8% | $84,753-77.4% | $273,972-93.0% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.84% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,742 | $4,214-58.7% | $3,574-51.3% | $4,869-64.2% |
| Participant deferral / active EE | $1,300 | $4,270-69.6% | $3,712-65.0% | $5,287-75.4% |
| Admin fee / account holder | $5,410 | $6,645-18.6% | $5,333+1.4% | $10,133-46.6% |