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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 | $35,053 | $90,486-61.3% | $78,676-55.4% | $273,972-87.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.04% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,294 | $3,175-27.7% | $2,850-19.5% | $4,869-52.9% |
| Participant deferral / active EE | $3,862 | $3,901-1.0% | $3,517+9.8% | $5,287-27.0% |
| Admin fee / account holder | $721 | $5,263-86.3% | $4,510-84.0% | $10,133-92.9% |