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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 | $59,573 | $90,486-34.2% | $78,676-24.3% | $273,972-78.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 3.08% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,045 | $3,175-67.1% | $2,850-63.3% | $4,869-78.5% |
| Participant deferral / active EE | $2,552 | $3,901-34.6% | $3,517-27.4% | $5,287-51.7% |
| Admin fee / account holder | $2,133 | $5,263-59.5% | $4,510-52.7% | $10,133-79.0% |