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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 | $48,629 | $90,486-46.3% | $78,676-38.2% | $273,972-82.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.52% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,112 | $3,175-65.0% | $2,850-61.0% | $4,869-77.2% |
| Participant deferral / active EE | $6,576 | $3,901+68.6% | $3,517+87.0% | $5,287+24.4% |
| Admin fee / account holder | $738 | $5,263-86.0% | $4,510-83.6% | $10,133-92.7% |