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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 | $44,918 | $90,486-50.4% | $78,676-42.9% | $273,972-83.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 5.59% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,666 | $3,175-47.5% | $2,850-41.5% | $4,869-65.8% |
| Participant deferral / active EE | $995 | $3,901-74.5% | $3,517-71.7% | $5,287-81.2% |
| Admin fee / account holder | $4,539 | $5,263-13.8% | $4,510+0.7% | $10,133-55.2% |