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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 | $32,792 | $90,504-63.8% | $78,690-58.3% | $273,965-88.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 5.26% | 75.61%-70.3pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,471 | $3,176+9.3% | $2,851+21.7% | $4,869-28.7% |
| Participant deferral / active EE | $1,707 | $3,901-56.2% | $3,517-51.5% | $5,287-67.7% |
| Admin fee / account holder | $2,438 | $5,263-53.7% | $4,511-45.9% | $10,132-75.9% |