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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 | $28,070 | $153,311-81.7% | $109,313-74.3% | $273,972-89.8% |
| Participation rate | 90.0% | 80.1%+9.9pp | 71.3%+18.7pp | 83.0%+7.0pp |
| Annual return | 7.26% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,753 | $5,619-68.8% | $3,892-55.0% | $4,869-64.0% |
| Participant deferral / active EE | $3,390 | $3,932-13.8% | $3,166+7.1% | $5,287-35.9% |
| Admin fee / account holder | $4,397 | $8,076-45.6% | $5,666-22.4% | $10,133-56.6% |