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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 | $50,899 | $93,064-45.3% | $74,577-31.7% | $273,972-81.4% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | 7.16% | 26.18%-19.0pp | 20.47%-13.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,584 | $3,160-49.9% | $2,525-37.3% | $4,869-67.5% |
| Participant deferral / active EE | $3,993 | $4,160-4.0% | $3,458+15.5% | $5,287-24.5% |
| Admin fee / account holder | $6,648 | $5,273+26.1% | $4,138+60.7% | $10,133-34.4% |