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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 | $39,376 | $135,956-71.0% | $123,894-68.2% | $273,972-85.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,056 | $5,170-60.2% | $4,617-55.5% | $4,869-57.8% |
| Participant deferral / active EE | $3,931 | $6,343-38.0% | $5,984-34.3% | $5,287-25.7% |
| Admin fee / account holder | $3,847 | $9,817-60.8% | $8,357-54.0% | $10,133-62.0% |