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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 | $42,513 | $135,956-68.7% | $123,894-65.7% | $273,972-84.5% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,031 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $4,044 | $6,343-36.2% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $7,291 | $9,817-25.7% | $8,357-12.8% | $10,133-28.0% |