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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 | $28,233 | $90,486-68.8% | $78,676-64.1% | $273,972-89.7% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 14.75% | 75.62%-60.9pp | 62.19%-47.4pp | 41.46%-26.7pp |
| Employer contribution / active EE | $3,924 | $3,175+23.6% | $2,850+37.7% | $4,869-19.4% |
| Participant deferral / active EE | $8,708 | $3,901+123.2% | $3,517+147.6% | $5,287+64.7% |
| Admin fee / account holder | $3,740 | $5,263-28.9% | $4,510-17.1% | $10,133-63.1% |