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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 | $55,710 | $90,486-38.4% | $78,676-29.2% | $273,972-79.7% |
| Participation rate | 81.3% | 76.5%+4.7pp | 73.6%+7.7pp | 83.0%-1.8pp |
| Annual return | 7.01% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,555 | $3,175-19.5% | $2,850-10.3% | $4,869-47.5% |
| Participant deferral / active EE | $3,795 | $3,901-2.7% | $3,517+7.9% | $5,287-28.2% |
| Admin fee / account holder | $2,057 | $5,263-60.9% | $4,510-54.4% | $10,133-79.7% |