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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 | $28,056 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.98% | 56.63%-49.7pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,540 | $5,170-70.2% | $4,617-66.6% | $4,869-68.4% |
| Participant deferral / active EE | $4,197 | $6,343-33.8% | $5,984-29.9% | $5,287-20.6% |
| Admin fee / account holder | $8,901 | $9,817-9.3% | $8,357+6.5% | $10,133-12.2% |