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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 | $51,651 | $99,345-48.0% | $84,753-39.1% | $273,972-81.1% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 7.77% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,974 | $4,214-53.2% | $3,574-44.8% | $4,869-59.5% |
| Participant deferral / active EE | $5,071 | $4,270+18.8% | $3,712+36.6% | $5,287-4.1% |
| Admin fee / account holder | $432 | $6,645-93.5% | $5,333-91.9% | $10,133-95.7% |