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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 | $55,844 | $90,486-38.3% | $78,676-29.0% | $273,972-79.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.94% | 75.62%-67.7pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,491 | $3,175-21.6% | $2,850-12.6% | $4,869-48.8% |
| Participant deferral / active EE | $8,882 | $3,901+127.7% | $3,517+152.6% | $5,287+68.0% |
| Admin fee / account holder | $1,933 | $5,263-63.3% | $4,510-57.1% | $10,133-80.9% |