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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 | $26,979 | $135,956-80.2% | $123,894-78.2% | $273,972-90.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.55% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,407 | $5,170-72.8% | $4,617-69.5% | $4,869-71.1% |
| Participant deferral / active EE | $3,486 | $6,343-45.0% | $5,984-41.7% | $5,287-34.1% |
| Admin fee / account holder | $1,167 | $9,817-88.1% | $8,357-86.0% | $10,133-88.5% |