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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 | $29,294 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,170 | $5,170-77.4% | $4,617-74.6% | $4,869-76.0% |
| Participant deferral / active EE | $4,332 | $6,343-31.7% | $5,984-27.6% | $5,287-18.1% |
| Admin fee / account holder | $2,622 | $9,817-73.3% | $8,357-68.6% | $10,133-74.1% |