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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 | $97,919 | $69,977+39.9% | $108,582-9.8% | $62,881+55.7% |
| Participation rate | 72.7% | 72.9%-0.2pp | 79.6%-6.8pp | 69.3%+3.4pp |
| Annual return | 6.84% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,707 | $2,135-20.1% | $3,758-54.6% | $2,281-25.2% |
| Participant deferral / active EE | $3,962 | $3,165+25.2% | $4,311-8.1% | $3,203+23.7% |
| Admin fee / account holder | $2,524 | $5,076-50.3% | $7,645-67.0% | $4,296-41.3% |