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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 | $70,178 | $88,707-20.9% | $74,184-5.4% | $273,972-74.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 7.66% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,605 | $3,159-49.2% | $2,370-32.3% | $4,869-67.0% |
| Participant deferral / active EE | $4,561 | $4,212+8.3% | $3,550+28.5% | $5,287-13.7% |
| Admin fee / account holder | $1,086 | $8,717-87.5% | $5,586-80.6% | $10,133-89.3% |