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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 | $53,166 | $77,449-31.4% | $69,483-23.5% | $152,909-65.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 6.84% | 39.09%-32.3pp | 28.99%-22.1pp | 345.46%-338.6pp |
| Employer contribution / active EE | $1,127 | $3,316-66.0% | $2,780-59.5% | $4,764-76.4% |
| Participant deferral / active EE | $2,786 | $4,415-36.9% | $3,537-21.2% | $5,851-52.4% |
| Admin fee / account holder | $6,902 | $6,210+11.1% | $3,841+79.7% | $11,601-40.5% |