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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 | $31,551 | $90,509-65.1% | $78,693-59.9% | $273,968-88.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 4.84% | 75.61%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,749 | $3,175-44.9% | $2,850-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $859 | $3,901-78.0% | $3,517-75.6% | $5,287-83.8% |
| Admin fee / account holder | $5,325 | $5,264+1.2% | $4,511+18.0% | $10,132-47.4% |