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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 | $40,200 | $96,558-58.4% | $80,977-50.4% | $273,972-85.3% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 8.61% | 15.14%-6.5pp | 17.11%-8.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,837 | $4,869-62.3% | $3,715-50.6% | $4,869-62.3% |
| Participant deferral / active EE | $7,508 | $6,598+13.8% | $5,696+31.8% | $5,287+42.0% |
| Admin fee / account holder | $1,742 | $7,493-76.8% | $5,517-68.4% | $10,133-82.8% |