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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 | $55,704 | $90,509-38.5% | $78,693-29.2% | $273,968-79.7% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 7.85% | 75.61%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,320 | $3,175-58.4% | $2,850-53.7% | $4,869-72.9% |
| Participant deferral / active EE | $3,151 | $3,901-19.2% | $3,517-10.4% | $5,287-40.4% |
| Admin fee / account holder | $702 | $5,264-86.7% | $4,511-84.4% | $10,132-93.1% |