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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 | $80,217 | $99,875-19.7% | $146,866-45.4% | $86,983-7.8% |
| Participation rate | 71.1% | 75.8%-4.8pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 13.93% | 28.10%-14.2pp | 102.85%-88.9pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,317 | $3,224-59.1% | $4,425-70.2% | $2,584-49.0% |
| Participant deferral / active EE | $3,240 | $6,322-48.8% | $7,759-58.2% | $4,194-22.8% |
| Admin fee / account holder | $2,094 | $7,838-73.3% | $13,620-84.6% | $7,856-73.3% |