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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 | $30,463 | $90,486-66.3% | $78,676-61.3% | $273,972-88.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 2.78% | 75.62%-72.8pp | 62.19%-59.4pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,725 | $3,175-14.2% | $2,850-4.4% | $4,869-44.0% |
| Participant deferral / active EE | $6,893 | $3,901+76.7% | $3,517+96.0% | $5,287+30.4% |
| Admin fee / account holder | $1,713 | $5,263-67.4% | $4,510-62.0% | $10,133-83.1% |