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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 | $151,410 | $88,583+70.9% | $88,497+71.1% | $273,972-44.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 10.28% | 5.68%+4.6pp | 7.63%+2.6pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,128 | $4,502-74.9% | $4,036-72.1% | $4,869-76.8% |
| Participant deferral / active EE | $2,726 | $4,891-44.3% | $4,899-44.4% | $5,287-48.4% |
| Admin fee / account holder | $2,772 | $8,980-69.1% | $6,220-55.4% | $10,133-72.6% |