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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 | $26,522 | $90,504-70.7% | $78,690-66.3% | $273,965-90.3% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 8.77% | 75.61%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $806 | $3,176-74.6% | $2,851-71.7% | $4,869-83.5% |
| Participant deferral / active EE | $3,938 | $3,901+0.9% | $3,517+12.0% | $5,287-25.5% |
| Admin fee / account holder | $1,970 | $5,263-62.6% | $4,511-56.3% | $10,132-80.6% |