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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 | $149,502 | $103,949+43.8% | $69,182+116.1% | $273,972-45.4% |
| Participation rate | 72.7% | 67.4%+5.4pp | 55.1%+17.6pp | 83.0%-10.3pp |
| Annual return | 7.30% | 35.28%-28.0pp | -21.93%+29.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,335 | $1,783-25.1% | $1,206+10.7% | $4,869-72.6% |
| Participant deferral / active EE | $6,239 | $2,716+129.7% | $1,897+228.9% | $5,287+18.0% |
| Admin fee / account holder | $2,800 | $3,671-23.7% | $2,697+3.8% | $10,133-72.4% |