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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 | $138,559 | $93,346+48.4% | $71,796+93.0% | $273,972-49.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 8.31% | 130.39%-122.1pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,914 | $2,733-30.0% | $1,924-0.5% | $4,869-60.7% |
| Participant deferral / active EE | $4,577 | $3,475+31.7% | $2,794+63.8% | $5,287-13.4% |
| Admin fee / account holder | $1,658 | $6,571-74.8% | $4,815-65.6% | $10,133-83.6% |