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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 | $86,340 | $99,345-13.1% | $84,753+1.9% | $273,972-68.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.47% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,402 | $4,214-66.7% | $3,574-60.8% | $4,869-71.2% |
| Participant deferral / active EE | $1,759 | $4,270-58.8% | $3,712-52.6% | $5,287-66.7% |
| Admin fee / account holder | $14,661 | $6,645+120.6% | $5,333+174.9% | $10,133+44.7% |