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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 | $29,102 | $136,307-78.6% | $106,619-72.7% | $273,972-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.38% | 11.05%-3.7pp | 9.42%-2.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,864 | $5,190-64.1% | $3,947-52.8% | $4,869-61.7% |
| Participant deferral / active EE | $5,214 | $4,969+4.9% | $3,930+32.7% | $5,287-1.4% |
| Admin fee / account holder | $5,660 | $8,625-34.4% | $6,418-11.8% | $10,133-44.1% |