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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 | $51,606 | $90,486-43.0% | $78,676-34.4% | $273,972-81.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.74% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,546 | $3,175-19.8% | $2,850-10.7% | $4,869-47.7% |
| Participant deferral / active EE | $11,274 | $3,901+189.0% | $3,517+220.6% | $5,287+113.2% |
| Admin fee / account holder | $899 | $5,263-82.9% | $4,510-80.1% | $10,133-91.1% |