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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 | $40,007 | $90,509-55.8% | $78,693-49.2% | $273,968-85.4% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.46% | 75.61%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,492 | $3,175-21.5% | $2,850-12.6% | $4,869-48.8% |
| Participant deferral / active EE | $4,956 | $3,901+27.0% | $3,517+40.9% | $5,287-6.3% |
| Admin fee / account holder | $3,063 | $5,264-41.8% | $4,511-32.1% | $10,132-69.8% |