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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 | $31,221 | $90,486-65.5% | $78,676-60.3% | $273,972-88.6% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 6.53% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,496 | $3,175+73.1% | $2,850+92.8% | $4,869+12.9% |
| Participant deferral / active EE | $2,766 | $3,901-29.1% | $3,517-21.3% | $5,287-47.7% |
| Admin fee / account holder | $1,011 | $5,263-80.8% | $4,510-77.6% | $10,133-90.0% |