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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 | $31,807 | $93,064-65.8% | $74,577-57.4% | $273,972-88.4% |
| Participation rate | 93.8% | 74.9%+18.8pp | 68.1%+25.6pp | 83.0%+10.7pp |
| Annual return | 7.58% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,629 | $3,160+14.9% | $2,525+43.7% | $4,869-25.5% |
| Participant deferral / active EE | $1,248 | $4,160-70.0% | $3,458-63.9% | $5,287-76.4% |
| Admin fee / account holder | $669 | $5,273-87.3% | $4,138-83.8% | $10,133-93.4% |