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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 | $33,741 | $90,486-62.7% | $78,676-57.1% | $273,972-87.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.34% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,445 | $3,175-54.5% | $2,850-49.3% | $4,869-70.3% |
| Participant deferral / active EE | $2,497 | $3,901-36.0% | $3,517-29.0% | $5,287-52.8% |
| Admin fee / account holder | $1,407 | $5,263-73.3% | $4,510-68.8% | $10,133-86.1% |