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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 | $91,051 | $83,337+9.3% | $67,834+34.2% | $273,972-66.8% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 6.10% | 259.45%-253.3pp | 138.47%-132.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,242 | $3,287-31.8% | $2,403-6.7% | $4,869-54.0% |
| Participant deferral / active EE | $5,623 | $4,088+37.6% | $3,160+78.0% | $5,287+6.4% |
| Admin fee / account holder | $873 | $6,752-87.1% | $4,622-81.1% | $10,133-91.4% |