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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 | $52,612 | $90,486-41.9% | $78,676-33.1% | $273,972-80.8% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 6.94% | 75.62%-68.7pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,322 | $3,175-58.4% | $2,850-53.6% | $4,869-72.9% |
| Participant deferral / active EE | $5,846 | $3,901+49.8% | $3,517+66.2% | $5,287+10.6% |
| Admin fee / account holder | $1,766 | $5,263-66.4% | $4,510-60.8% | $10,133-82.6% |