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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 | $26,455 | $90,486-70.8% | $78,676-66.4% | $273,972-90.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 5.56% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,736 | $3,175+17.7% | $2,850+31.1% | $4,869-23.3% |
| Participant deferral / active EE | $3,419 | $3,901-12.4% | $3,517-2.8% | $5,287-35.3% |
| Admin fee / account holder | $1,196 | $5,263-77.3% | $4,510-73.5% | $10,133-88.2% |