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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 | $21,154 | $90,486-76.6% | $78,676-73.1% | $273,972-92.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 5.36% | 75.62%-70.3pp | 62.19%-56.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,622 | $3,175-48.9% | $2,850-43.1% | $4,869-66.7% |
| Participant deferral / active EE | $6,294 | $3,901+61.3% | $3,517+79.0% | $5,287+19.0% |
| Admin fee / account holder | $1,542 | $5,263-70.7% | $4,510-65.8% | $10,133-84.8% |