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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 | $91,483 | $93,346-2.0% | $71,796+27.4% | $273,972-66.6% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 6.25% | 130.39%-124.1pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,060 | $2,733-61.2% | $1,924-44.9% | $4,869-78.2% |
| Participant deferral / active EE | $4,256 | $3,475+22.5% | $2,794+52.3% | $5,287-19.5% |
| Admin fee / account holder | $569 | $6,571-91.3% | $4,815-88.2% | $10,133-94.4% |