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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 | $28,307 | $90,486-68.7% | $78,676-64.0% | $273,972-89.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 5.20% | 75.62%-70.4pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,458 | $3,175+40.4% | $2,850+56.4% | $4,869-8.4% |
| Participant deferral / active EE | $7,542 | $3,901+93.3% | $3,517+114.5% | $5,287+42.6% |
| Admin fee / account holder | $8,265 | $5,263+57.0% | $4,510+83.3% | $10,133-18.4% |