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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 | $46,186 | $90,486-49.0% | $78,676-41.3% | $273,972-83.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.93% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,092 | $3,175-65.6% | $2,850-61.7% | $4,869-77.6% |
| Participant deferral / active EE | $7,162 | $3,901+83.6% | $3,517+103.7% | $5,287+35.5% |
| Admin fee / account holder | $437 | $5,263-91.7% | $4,510-90.3% | $10,133-95.7% |