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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 | $37,041 | $90,486-59.1% | $78,676-52.9% | $273,972-86.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.22% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,000 | $3,175-37.0% | $2,850-29.8% | $4,869-58.9% |
| Participant deferral / active EE | $2,968 | $3,901-23.9% | $3,517-15.6% | $5,287-43.9% |
| Admin fee / account holder | $4,647 | $5,263-11.7% | $4,510+3.0% | $10,133-54.1% |