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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 | $32,094 | $135,956-76.4% | $123,894-74.1% | $273,972-88.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,117 | $5,170-78.4% | $4,617-75.8% | $4,869-77.1% |
| Participant deferral / active EE | $4,489 | $6,343-29.2% | $5,984-25.0% | $5,287-15.1% |
| Admin fee / account holder | $3,209 | $9,817-67.3% | $8,357-61.6% | $10,133-68.3% |