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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 | $20,120 | $90,486-77.8% | $78,676-74.4% | $273,972-92.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.37% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,447 | $3,175-54.4% | $2,850-49.2% | $4,869-70.3% |
| Participant deferral / active EE | $2,775 | $3,901-28.9% | $3,517-21.1% | $5,287-47.5% |
| Admin fee / account holder | $335 | $5,263-93.6% | $4,510-92.6% | $10,133-96.7% |