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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 | $35,112 | $90,486-61.2% | $78,676-55.4% | $273,972-87.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 4.98% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,528 | $3,175-51.9% | $2,850-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $512 | $3,901-86.9% | $3,517-85.4% | $5,287-90.3% |
| Admin fee / account holder | $352 | $5,263-93.3% | $4,510-92.2% | $10,133-96.5% |