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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 | $45,349 | $90,486-49.9% | $78,676-42.4% | $273,972-83.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.09% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $5,228 | $3,175+64.7% | $2,850+83.4% | $4,869+7.4% |
| Participant deferral / active EE | $6,820 | $3,901+74.8% | $3,517+93.9% | $5,287+29.0% |
| Admin fee / account holder | $510 | $5,263-90.3% | $4,510-88.7% | $10,133-95.0% |