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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 | $52,111 | $90,504-42.4% | $78,690-33.8% | $273,965-81.0% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 7.56% | 75.61%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,975 | $3,176-37.8% | $2,851-30.7% | $4,869-59.4% |
| Participant deferral / active EE | $1,251 | $3,901-67.9% | $3,517-64.4% | $5,287-76.3% |
| Admin fee / account holder | $510 | $5,263-90.3% | $4,511-88.7% | $10,132-95.0% |