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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 | $28,694 | $90,486-68.3% | $78,676-63.5% | $273,972-89.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 4.93% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,728 | $3,175-14.1% | $2,850-4.3% | $4,869-44.0% |
| Participant deferral / active EE | $2,651 | $3,901-32.0% | $3,517-24.6% | $5,287-49.9% |
| Admin fee / account holder | $3,984 | $5,263-24.3% | $4,510-11.7% | $10,133-60.7% |