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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 | $40,049 | $93,064-57.0% | $74,577-46.3% | $273,972-85.4% |
| Participation rate | 89.5% | 74.9%+14.5pp | 68.1%+21.4pp | 83.0%+6.5pp |
| Annual return | 7.03% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,856 | $3,160-41.3% | $2,525-26.5% | $4,869-61.9% |
| Participant deferral / active EE | $4,901 | $4,160+17.8% | $3,458+41.7% | $5,287-7.3% |
| Admin fee / account holder | $2,526 | $5,273-52.1% | $4,138-39.0% | $10,133-75.1% |