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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 | $33,351 | $90,486-63.1% | $78,676-57.6% | $273,972-87.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.78% | 75.62%-66.8pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,522 | $3,175-52.0% | $2,850-46.6% | $4,869-68.7% |
| Participant deferral / active EE | $7,965 | $3,901+104.2% | $3,517+126.5% | $5,287+50.6% |
| Admin fee / account holder | $1,785 | $5,263-66.1% | $4,510-60.4% | $10,133-82.4% |